Jason Billups Email and Phone Number
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Financial planner with 24 years of experience in both client facing and Back office roles in trading, compliance and management.
Ameriprise Financial Services, Llc
View- Website:
- ameriprise.com
- Employees:
- 2
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Operations And ComplianceAmeriprise Financial Services, LlcMiami, Fl, Us -
Operations And ComplianceAmeriprise Financial Services, Llc Dec 2021 - PresentMinneapolis, Mn, Us -
Lead Securities InstructorIbis Prep Sep 2017 - PresentCoconut Grove, Fl, UsLead 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. -
Financial AdvisorLincoln Investment May 2020 - Sep 2021Fort Washington, Pa, Us -
Vice President, Private Client AdvisorJ.P. Morgan Chase Bank N.A. Jan 2018 - May 2020
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Wealth Advisor / Managing PartnerLpl Financial / Atlantic Capital Advisors Feb 2015 - Jan 2018
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President / OwnerJmb Wealth Management Llc Feb 2015 - Jan 2018Providing objective and independent asset management, Financial planning, wealth and income strategies for clients. Managing 250mm in assets
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Assistant Vice President, Financial PlannerBank Of America / Merrill Lynch Jan 2013 - Jan 2015To 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
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Financial AdvisorAig Sunamerica /Valic Feb 2012 - Jan 2013Managed 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.
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Senior Compliance ManagerAssurant Feb 2007 - Dec 2011Atlanta, 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 -
Senior Financial AdvisorAig Jan 1998 - Feb 2007New York, Ny, UsManaged 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 -
AgentAmerican General Life Companies Jun 1996 - Jan 1998Developed 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
Jason Billups Education Details
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University Of MiamiInternational Business / Finance -
University Of Miami Herbert Business SchoolInternational Business & Finance -
Ucf College Of BusinessMarketing
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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