Jump Expands Leadership Team to Accelerate AI Growth in Financial Services

On April 23, 2026, Jump announced the expansion of its leadership team with four key appointments as the company scales its AI-powered platform for financial advisors. The moves follow an $80 million Series B funding round completed in February 2026, which brought the company’s total capital raised to $105 million.

The new hires include 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 previously served as head of partnerships at Holistiplan, while Springer held a customer operations management role at Qualtrics.

According to Parker Ence, co-founder and CEO of Jump, the appointments are critical to achieving the company’s goal of bringing safe and practical AI to financial advisors. “We have to have the best product in the market. We have to have industry expertise to help the technology be adopted. These hires help us do that,” Ence stated.

Jump’s platform has evolved from an AI meeting assistant into a comprehensive AI operating system for advisors, featuring the Meet, Grow, and Operate product suite. The company similarly launched AI Associate, an agentic capability enabling advisors to move from insight to execution across meetings, CRM systems, email, and planning tools in real time.

The company’s technology is now deployed across a growing base of enterprise clients and independent firms, including Merit Financial Advisors, Osaic, Cetera Financial Group, and LPL Financial. Over 27,000 advisors have adopted Jump’s platform to eliminate hours of manual perform daily.

With the new leadership team in place, Jump aims to deepen its presence in financial services verticals and accelerate product adoption across registered investment advisors (RIAs), broker-dealers, and financial institutions.

Key Takeaways

• Jump added four executives to its leadership team in April 2026 to support AI product growth and expansion into financial services.
• The appointments follow an $80 million Series B funding round in February 2026, bringing total capital raised to $105 million.
• New leaders include Torie Happe (VP of Business Development), Hannah Springer (Head of Customer Experience), Jarom Chung (SVP of Product), and Skyler Bloxham (VP and Head of Strategic Partnerships).
• Jump’s platform has evolved into an AI operating system with Meet, Grow, and Operate products, plus the AI Associate agentic capability.
• The technology is used by over 27,000 advisors and deployed at firms including Merit Financial Advisors, Osaic, Cetera, and LPL Financial.

Frequently Asked Questions

What is Jump’s AI operating system for advisors?

Jump’s AI operating system unifies workflows across the client lifecycle through three integrated products—Meet, Grow, and Operate—built on a shared data, integration, and agentic AI orchestration foundation. It transforms conversations, documents, and emails into structured intelligence and automated workflows.

How much funding has Jump raised to date?

As of February 2026, Jump has raised a total of $105 million, including an $80 million Series B round led by Insight Partners.

Who are some of Jump’s enterprise customers?

Jump’s platform is deployed at Merit Financial Advisors, Osaic, Cetera Financial Group, and LPL Financial, among other independent and enterprise firms.

What roles were filled in Jump’s April 2026 leadership expansion?

The company 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.