Donald E. Jump

TARGETED CAPITAL

TOMS RIVER , NJ 08754-2044

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CRD#: 4644772

Professional summary

Donald Edwin Jump is a registered financial advisor currently at TARGETED CAPITAL, LLC located in Toms River , New Jersey.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Donald has worked at 1 firm and has passed the Series 66 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edwin Jump's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 9, 2003 - Present

TARGETED CAPITAL, LLC

Office #1: 12 Lexington Avenue, Toms River , NJ 08754-2044

RIA

CRD#: 125814

TOMS RIVER , NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(12/9/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/8/2001

Uniform Combined State Law Examination

Current Firm

TARGETED CAPITAL, LLC

CRD#: 125814 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/2/1999 Approved)

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Contact information

Main Address

12 Lexington Avenue, Toms River, NJ 08753

Mailing Address

Phone number

(732) 240-7377

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald E. Jump

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edwin Jump's CRS (Customer Relationship Summary).

Certified licenses

Experience

TARGETED CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2001

Current Firm

TARGETED CAPITAL, LLC

Contact information

Documents

Red Flags

Company Information

TARGETED CAPITAL, LLC

TRUST BUT VERIFY

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