Jump, a Salt Lake City-based AI operating system for financial advisors and financial services providers, has announced four senior leadership appointments across product, customer experience, and strategic growth as the company scales its platform across advisory firms and financial institutions. The hires follow Jump’s $80 million Series B funding round led by Insight Partners in February, which brought total capital raised to $105 million.
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. Happe will drive new firm relationships and enterprise adoption across registered investment advisors, broker-dealers, and financial institutions. Springer will lead Jump’s end-to-end client experience, focusing on translating platform capabilities into measurable outcomes for firms adopting the system. 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.
Founded in 2023, Jump has expanded from an 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 recently 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 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, with more than 30,000 advisors on the platform. The company has been rated number one in advisor satisfaction and adoption in both the 2025 and 2026 T3/Inside Information Software Survey and the 2025 Kitces Report on Financial Advisor Technology Use.
Jump says its platform eliminates an average of one hour of meeting-related administrative work per advisor per day. For a 500-advisor firm, that translates to more than 125,000 hours of reclaimed time annually, equating to approximately $12.5 million in productive capacity based on a blended $100 hourly rate.
KEY QUOTE:
“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.”
Parker Ence, Co-Founder and Chief Executive Officer, Jump
