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James Jump

James Jump

Financial Planner

Jim Jump began working in the financial services industry 17 years ago. He opened his Lakeview Wealth Management office to enhance his financial planning capabilities for his clients. In addition to financial planning, Jim has extensive experience in investment management, estate transition planning and wealth accumulation. 

Jim strives to build long-term relationships with his clients by treating them like family. He believes in designing, implementing and consistently reviewing each clients personalized plans in this ever changing financial and tax law environment. His work demonstrates his ability to deliver unique and creative solutions to meet all of his client’s complex financial needs.

Jim is a graduate of Ashland University with a Bachelor’s degree in Finance. While studying at Ashland Jim was a member of an elite chosen subset of students that made up the Eagle Investment Group.  He attended Ashland on a golf scholarship and is still an enthusiast today. 

Jim, his wife Jessica, their son Jordan and daughter Jaclyn reside in Westlake, Ohio  In addition to spending time with his family, Jim enjoys coaching youth sports, donating time to students of finance, working with mental health institutions that are important to him, traveling and playing golf.