WJ
CFP
WJ
CFP

William Jump

15 Years of Experience
Atkins, IA
BrokerSells Insurance

William Jump is a CFP-designated registered investment advisor, based in Atkins, IA, with 15 years of industry experience.

Location

507 C Ave., Atkins, IA, 52206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is an independent insurance agent for various companies since 2017, dedicating minimal time to this. He is also an advisory representative of a RIA since 2020, taking about half of his time, and a W2 employee of Financial Integrators since 2025, working full-time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
May 2020 - Present · 6 yrs 4 mos
Cambridge Investment Research, INC.Broker
May 2020 - Present · 6 yrs 4 mos
Previous Registrations
Voya Financial Advisors, INC.
February 2011 - May 2020 · 9 yrs 3 mos
Voya Financial Advisors, INC.Broker
August 2010 - May 2020 · 9 yrs 9 mos
State Registrations1 state
IA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Jump - Financial Advisor | TrueAdvisor