Jason Billups

Jason Billups Email and Phone Number

Operations and Compliance @ Ameriprise Financial Services, LLC
Miami, FL, US
Jason Billups's Location
Miami, Florida, United States, United States
Jason Billups's Contact Details
About Jason Billups

Financial planner with 24 years of experience in both client facing and Back office roles in trading, compliance and management.

Jason Billups's Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

View
Operations and Compliance
Miami, FL, US
Website:
ameriprise.com
Employees:
2
Jason Billups Work Experience Details
  • Ameriprise Financial Services, Llc
    Operations And Compliance
    Ameriprise Financial Services, Llc
    Miami, Fl, Us
  • Ameriprise Financial Services, Llc
    Operations And Compliance
    Ameriprise Financial Services, Llc Dec 2021 - Present
    Minneapolis, Mn, Us
  • Ibis Prep
    Lead Securities Instructor
    Ibis Prep Sep 2017 - Present
    Coconut Grove, Fl, Us
    Lead tutor for all FINRA examinations( SIE, series 7, Series 66, Series 6, series 65 and state insurance licensing examinations) 1st time pass rate of over 90 percent.
  • Lincoln Investment
    Financial Advisor
    Lincoln Investment May 2020 - Sep 2021
    Fort Washington, Pa, Us
  • J.P. Morgan Chase Bank N.A.
    Vice President, Private Client Advisor
    J.P. Morgan Chase Bank N.A. Jan 2018 - May 2020
  • Lpl Financial / Atlantic Capital Advisors
    Wealth Advisor / Managing Partner
    Lpl Financial / Atlantic Capital Advisors Feb 2015 - Jan 2018
  • Jmb Wealth Management Llc
    President / Owner
    Jmb Wealth Management Llc Feb 2015 - Jan 2018
    Providing objective and independent asset management, Financial planning, wealth and income strategies for clients. Managing 250mm in assets
  • Bank Of America / Merrill Lynch
    Assistant Vice President, Financial Planner
    Bank Of America / Merrill Lynch Jan 2013 - Jan 2015
    To strengthen and cultivate banking investment relationships with B of A's and Merrill Lynch Mass affluent clients, Acting as the primary point of contact to provide comprehensive advice and customized solutions to help clients achieve their financial goals
  • Aig Sunamerica /Valic
    Financial Advisor
    Aig Sunamerica /Valic Feb 2012 - Jan 2013
    Managed approximately 125 million in assets, specialist in 403b and 401 k plan setup and administration. Providing financial planning and advice utilizing various financial instruments such as stocks, bonds, mutual funds, life insurance, annuities, and Long term care.
  • Assurant
    Senior Compliance Manager
    Assurant Feb 2007 - Dec 2011
    Atlanta, Georgia, Us
    • Manager of dedicated compliance teams that are responsible for implementing compliance changes as a result of regulations, litigation, internal findings, and audits• Responsible for analyzing the impact of change ;(financial, systems, and resources) and assess the activity required to comply with the change• Manage team discussions to influence, persons or groups. Successfully explain and document requirements in a clear and concise manner. • Able to effectively obtain successful results in difficult situations, with a wide array of personalities• In order to execute compliance changes effectively; manage and coordinate activities across multiple functional areas and validate the appropriate business/system changes in accordance with established requirements• Assist the company in mitigating regulatory risk
  • Aig
    Senior Financial Advisor
    Aig Jan 1998 - Feb 2007
    New York, Ny, Us
    Managed assets in excess of 125 million dollars• • Provide advice and planning to clients using such financial tools as Stocks, Bonds, Mutual Funds, Annuities, CD’s and various insurance products• Specialist in retirement plan set up and administration• Designed and executed strategic marketing plan that achieved superlative market penetration and resulted in exceeding sales goals by 15 percent• Account retention rates for all clients from 2000-2007, in excess of 95 percent• Qualifier for national sales convention 2003-2006• Familiar with SOX, AML, OFAC, and the Patriot Act, due to increased regulation of the financial services industry. These regulations were integrated into our daily activities• Assist clients in planning for the future by offering objective, expert financial planning and advice, along with a choice of a vast array of investment products and services• Identify and implement transactions based on financial trends and information related to the financial markets, both domestic and international• Member of executive compensation board at local university• Managed assets at all of the local South Florida Universities, and provided guidance on plan administration and compliance
  • American General Life Companies
    Agent
    American General Life Companies Jun 1996 - Jan 1998
    Developed client management database to maintain client contact and to service clients more effectively• Charged with the responsibility of sales and administration of claims, and many times was a financial advisor to families that had no other access to financial information and planning• Entry level agent, assigned to service over 400 family clients• In the course of my duties as an agent, I aided the company in underwriting, appraising risk, and the settlement of claims• This position allowed me to learn many skills associated with the sale of insurance contracts and the underwriting of insurance• As an agent we are responsible for protecting the company against adverse claims, by assisting the company with various aspects of underwriting and assessing risk

Jason Billups Skills

Writing Positioning Financial Advisory Team Building Profession International Business Consulting Client Contact Summarizing Litigation Anti Money Laundering Oklahoma Fixed Annuities Infrastructure Insurance Overseeing Vendors Cds Import Sales Traits Acting Conveying Eps Customer Retention Cost Fee Special Needs Outlets Evolution Finance Higher Education Cd 401k Structure Stealth Asset Managment Miami Business Administration Data Profiling Savings 403 B Strategic Financial Planning Economic Indicators Families Cross Functional Team Leadership Trusts Assessment Expositions Florida Municipalities Credit Lines Merrill Lynch Management Working Directly With Clients Sit Cit Insurance Planning Science Calls Delivering Solutions Maintenance And Repair Crm Metrics Ria Casualty Insurance Clients Needs Leadership Loan Servicing Cash Flow Analysis Auditing Gap Attorneys Accounting Qualifying Prospects Waiting Boat Methodology Bonds Coral Gables Business Relationship Management Retirement Planning Daily Operations Profit Globalization Financial Planning Guidance Lender Physicians Blues Portfolio Management Lobbying System Automotive Business Services Relationship Management Institutional Investments Individual Life Reports Asset Allocation Guardianship Service Contract Cultivate Life Insurance Umbrella Insurance Agreement Mass Finra Budgeting Risk Analysis Operations Management Budget Management Microsoft Excel Property Financial Goals Affluent Risk Management Training Asset Management Policy Point Of Contact Certified Financial Planner Customer Service Clearquest Enterprise Software Sla Long Term Care Wealth Orlando Wills Flood Solution Project Management American Reporting Capital Compliance Management Compliance Implementation Loans Homeowners Analysis Warranty Educational Consulting Fairs Promoting Financial Markets Estate Planning Identifying Opportunities Product Marketing Concepts .net Protecting Vehicles Lines Of Credit Segments Banking Solutions Breakdown Fixed Income Corporate Finance Retail Home Warranty Accident Insurance Business Acumen Applications Legislative Relations Universities Mechanical Communication Home Fidelity Business Development Financial Risk Strategic Planning Fleet Institutions Sales Management Cost Savings Workshops Values Suite Repository Risk Assessment Marketing New Hires Drafting Credit Social Influence Indicators Project Planning Personal Financial Planning Sarbanes Oxley Act Small Business Automobile House Contractual Agreements Etfs Ultra Presentations Pricing Responsibility Council Internal Audit Customer Experience Executive Pay Regulations Banking International Branch Banking Working With Clients Executive Management Collaborating Portfolio Administrative Work Account Management Hev Trust Structured Finance History Tax Voluntary Government Investments Colleges Mortgage Lending Variable Annuities Relief Vendor Management Managing Accounts Process Improvement Plan Administration Ofac Claim Referrals Financial Services Compliance Span Equities Underwriting Mutual Funds Wealth Management High Net Worth Individuals Financial Instruments Stocks Needs Assessment Program Management Asset Interest Rates Theory Rentals Loan Officers Platforms Financial Analysis Market Analysis Series 7 Budgets Financial Transactions Business Strategy Switching Staff Development Risk Problem Solving Trading Wireless Amendments Retirement Farms Relationship Development Legislation Accounting System Fraud Employee Benefits Securities Market Conduct Databases

Jason Billups Education Details

  • University Of Miami
    University Of Miami
    International Business / Finance
  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    International Business & Finance
  • Ucf College Of Business
    Ucf College Of Business
    Marketing

Frequently Asked Questions about Jason Billups

What company does Jason Billups work for?

Jason Billups works for Ameriprise Financial Services, Llc

What is Jason Billups's role at the current company?

Jason Billups's current role is Operations and Compliance.

What is Jason Billups's email address?

Jason Billups's email address is ja****@****uth.net

What schools did Jason Billups attend?

Jason Billups attended University Of Miami, University Of Miami Herbert Business School, Ucf College Of Business.

What are some of Jason Billups's interests?

Jason Billups has interest in Football, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Fishing, Home Decoration, Watching Sports, Cooking.

What skills is Jason Billups known for?

Jason Billups has skills like Writing, Positioning, Financial Advisory, Team Building, Profession, International Business, Consulting, Client Contact, Summarizing, Litigation, Anti Money Laundering, Oklahoma.

Who are Jason Billups's colleagues?

Jason Billups's colleagues are Alex Wheeler, Stephen Thompson, Adam Ahrenholz, Bfa™, Michael Iannetta, Robert Shvetzoff, Aakanksha Chaudhary, Grant Holler.

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