Partner | Financial Planner
Jim Jump has over 15 years of financial advisory experience. He partnered with Lincoln Financial Advisors to enhance his financial planning capabilities for his clients. In addition to financial planning, Jim has extensive experience in investment management programs, 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 client’s personalized financial plan in this ever changing financial and tax law environment. His work demonstrates his ability to deliver unique and creative solutions to help meet all of his clients’ 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 their 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, traveling and playing golf. A sense of Community is very important to Jim. Jim looks for opportunities to give back and is a sitting board member of the Far West Center. The Far West Center is an award-winning mental health center specializing in helping individuals and their families with major mental health problems achieve their highest level of health and well-being.