Jump is an AI software platform built exclusively for financial advisors and wealth management professionals. Founded in 2023 and headquartered in Salt Lake City, Utah, Jump automates the full meeting lifecycle — including pre-meeting preparation, note-taking, compliance documentation, CRM updates, client recap emails, and follow-up task management... . The platform integrates with over 40 advisor tools including Salesforce, Wealthbox, Redtail, Zoom, and Microsoft Teams, and is designed to meet enterprise-grade compliance and data security standards. Jump serves registered investment advisors, broker-dealers, and enterprise advisory firms, helping them reduce meeting administration time while improving client experience and operational efficiency. Read More

Jump Employee Directory

Q: Who are Jump key employees?

Some of Jump key employees are Tim Chaves , Adam Kirk , Stephanie Westphal

Jump corporate office is located in 50 W Broadway Ste 333, Salt Lake City, Utah, 84101, United States and has 51-200 employees.

Highly Engaged Employees

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jump

the jump

Employees by Department

Departments

Number of employees

Sales

Engineering & Technical

Operations

Marketing

C-Suite

Medical & Health

Information Technology

Jump CEO

Brent SenderChief Executive Officer

Phone

See Profile

Key Employees of Jump

Tim Chaves
Co-Founder & Chief Operating Officer
PhoneEmail
Adam Kirk
Co-Founder& Chief Technology Officer
PhoneEmail
SW
Stephanie West...
Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Jump Global Presence

Location	People at location
North America	51-200
Europe	1-10
Africa	1-10

Index of contact profiles from Jump

Hundreds of professionals searching for Jump have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AN
Adam Naylor
Email Direct
Account Executive
United States , Utah , Salt Lake City

DL
Dustin Lagos
Email Direct
Manager, Customer Success Operations
United States , Utah , Salt Lake City

GD
Gino Demuzio
Email Direct
Sales Development Representative
United States , Utah , Salt Lake City

SR
Sam Rencher
Email Direct
Sales Development Representative
United States , Utah , Salt Lake City

LS
Lauren Sheppard
Email Direct
Senior Director, Corporate Marketing
United States , Utah , Salt Lake City

AB
Alyssa Buccero
Email Direct
Support Engineer
United States , Utah , Salt Lake City

MR
Miki Rezentes
Email Direct
Principal Architect
United States , Utah , Salt Lake City

CM
Courtney McCluskey
Email Direct
Enterprise Account Manager
United States , Utah , Salt Lake City

BB
Brock Beyer
Email Direct
Controller
United States , Utah , Salt Lake City

RF
Richard Flores
Email Direct
General Manager, Banking & Capital Markets
United States , Utah , Salt Lake City

NF
Noah Ferrin
Email Direct
Sales Development Representative
United States , Utah , Salt Lake City

AC
Austin Chugg
Email Direct
Senior Sales Development Manager
United States , Utah , Salt Lake City

KH
Kaitlin Helbling
Email Direct
Senior Manager, Integrated Marketing
United States , Utah , Salt Lake City

Tim Chaves
Email Direct
Co-Founder & Chief Operating Officer
United States , Utah , Salt Lake City

LW
Luke White
Email Direct
General Manager
United States , Utah , Salt Lake City

AE
Austin Ellis
Email Direct
Account Executive
United States , Utah , Salt Lake City

TH
Torie Happe
Email Direct
Vice President, Business Development
United States , Utah , Salt Lake City

MH
Miuccia Halim
Email Direct
Manager, SMB Customer Success
United States , Utah , Salt Lake City

DC
Danielle Christensen
Email Direct
Account Executive
United States , Utah , Salt Lake City

BC
Brandon Christensen
Email Direct
Director, Marketing Operations
United States , Utah , Salt Lake City

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Former Employees at Jump

Explore people who held key positions, contributed to Jump's success, and advanced their careers.

Neylan McBaine
Founder at Better Days 2020
Worked as Director, Corporate Marketing & Communications
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Linda Keene
Medical Transcriptioni... at Self Magazine
Worked as Title
at Jump
Email Direct

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Frequently Asked Questions Regarding Jump Employees

How many employees does Jump have?

Jump has 51-200 employees

Who is the CEO of Jump?

Jump’s CEO is Brent Sender

Who are Jump key employees?

Some of Jump key employees are Tim Chaves, Adam Kirk, Stephanie Westphal

Where is Jump located?

Jump’s headquarters are located at 50 W Broadway Ste 333, Salt Lake City, Utah, 84101, United States

How do I contact Jump?

Jump Contact Info: Website: www.jump.ai

What does Jump do?

Jump is an AI software platform built exclusively for financial advisors and wealth management professionals. Founded in 2023 and headquartered in Salt Lake City, Utah, Jump automates the full meeting lifecycle — including pre-meeting preparation, note-taking, compliance documentation, CRM updates, client recap emails, and follow-up task management... Read More

Is Jump a public company?

Jump is private company therefore does not currently have an official ticker symbol

See more information about Jump Employees