See how Jump helps support the advisor-client relationship
How Mikki Logan mastered the client experience with JumpHow Jeffrey Byas uses Jump to save time
“Best tech we have”
Gloria Franz
Personal CFO, CFP®, CSRIC®
“If Jump came back and told me that they’re raising my price from like $96 a month to $500 a month, I would apologize to my youngest daughter and tell her she has to pay for her own college. It’s so good.”
Andrew Carman
Wealth Advisor, Professional Wealth Advisors
Advisors love what Jump does — from meeting admin to growth insights
Jump AI does a better job than anyone sitting in your meeting.
Mike Crews
MBA, CFP®, CEO at North Texas Wealth Management
“End results of using this technology is game changing.”
Brennan Thomas
CFP®, Wealth Advisor, LPL Financial Advisor
“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C
Wealth Advisor, Cook Wealth
“This customization is awesome! I love Jump, and I love how you set this up for me. It’s working wonderfully. Thank you.”
Michael Brady
President, Generosity Wealth Management
It’s been an outstanding experience. It’s an outstanding product. It’s far exceeded our expectations.
“I would say that Jump is one of the best consumer related experiences that I’ve ever had. Personally or professionally, you guys have set the bar extremely high. We have high expectations of ourself here in the office. You have matched and exceeded all of our expectations.”
