Natalie
Jump,
AIF®, RFC®
Head of Client Services
With a remarkable 25-year tenure in the financial industry, Natalie assumes a key role as the Head of Client Services at Equilibrium Wealth Management. Her diverse experience provides a deep understanding of wealth management, enabling her to deliver exceptional service to our clients.
Natalie graduated Summa Cum Laude with a Bachelor of Arts in Computer Science and a minor in business from Aurora University. Since 2014, Natalie has been recognized as an Accredited Investment Fiduciary® (AIF®) and a Registered Financial Consultant® (RFC®), upholding the highest professional standards. She also holds the FINRA series 7, 63, and 66 registrations through LPL Financial.
Residing in Aurora with her husband and two daughters, Natalie finds joy in hiking, biking, reading, and quality family time. Her wealth of experience and commitment to excellence make her an invaluable leader in delivering exceptional client services at Equilibrium Wealth Management.