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Jump announced the expansion of its leadership team with four key hires across product, customer experience and strategic growth, as the company scales its platform across advisory firms and financial institutions. The company has appointed Torie Happe as vice president of business development, Hannah Springer as head of customer experience, Jarom Chung as senior vice president of product and Skyler Bloxham as vice president and head of strategic partnerships.
Jump raised $80M Series B in February led by Insight Partners, totaling $105M raised.
Platform deployed across Merit Financial Advisors, Osaic, Cetera, and LPL Financial.
AI Associate agentic capability connects meetings, CRM, email, and planning tools.
Eliminates average of one hour of administrative work per advisor per day.
500-advisor firm can reclaim 125,000+ hours annually (approx. $12.5M in value).
Jump has 30,000+ advisors on the platform.
The hires come amid a period of rapid growth and product expansion for Jump. In February, the company raised $80 million in Series B funding led by Insight Partners, bringing total capital raised to $105 million and accelerating its vision to build the AI infrastructure layer for modern advisory firms. Jump's platform is now deployed across a growing base of enterprise clients and independent firms, including Merit Financial Advisors, Osaic, Cetera Financial Group and LPL Financial. In recent months, Jump has expanded its platform from a category-defining AI meeting assistant into a full AI operating system for advisors, introducing its Meet, Grow and Operate product suite to unify workflows across the client lifecycle. The company also launched AI Associate, an agentic capability that enables advisors to move from insight to execution across meetings, CRM systems, email and planning tools in real time.
Jump's impact is already measurable at scale. By eliminating an average of one hour of meeting-related administrative work per advisor per day, a 500-advisor firm can reclaim more than 125,000 hours annually – equating to approximately $12.5 million in productive capacity based on a blended $100 hourly rate.
Happe will drive new firm relationships and enterprise adoption, supporting Jump's continued expansion across RIAs, broker-dealers and financial institutions.
Springer will lead Jump's end-to-end client experience, helping firms adopt and operationalize the platform with a focus on measurable outcomes.
Chung will oversee product strategy and development, advancing Jump's AI capabilities and deepening integrations across the advisor technology stack.
Bloxham will lead partnerships across custodians, enterprise firms and technology providers, expanding Jump's reach within the wealth management ecosystem.
Conclusion
As Parker Ence, co-founder and chief executive officer of Jump, stated: "Jump is at an inflection point. Firms are moving beyond experimenting with AI to embedding it into how they operate day to day. That requires more than tools – it requires a system that connects data, workflows and execution across the business. Torie, Hannah, Jarom and Skyler bring the experience we need to scale that vision and deliver meaningful outcomes for advisors and their clients."
As advisory firms increasingly look to unify fragmented systems and operationalize AI across their workflows, Jump is emerging as a core infrastructure layer – helping firms reduce operational friction, scale client service and drive organic growth.
About Jump
Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2023, it delivers 20+ AI-powered features that reduce busywork—automating meeting prep, note-taking, recaps, follow-ups and CRM updates—and surfaces growth insights, while embedding industry-leading compliance. With 30,000+ advisors on the platform and top advisor satisfaction ratings (including #1 in advisor satisfaction and adoption according to the 2025 and 2026 T3/Inside Information Software Survey and 2025 Kitces Report On Financial Advisor Technology Use), Jump is the category leader in advisor AI.
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