Shows
Retirement Tax Services PodcastThe new "pictures or it didn't happen" with Parker EnceWe make claims in life that might be more believable if there were pictures, but there typically isn't that option when it comes to tax planning and financial planning...until now. Steven is joined this week by Parker Ence, CEO and co-founder of JumpAI, to discuss how Jump is setting themselves apart by providing an AI-driven tool that is helping advisors take action. To some, Jump may seem like "just" a meeting notetaker, but it goes so far beyond that, allowing advisors to get real insights on how they can level up their client and prospect meetings to deliver...
2025-08-1828 min
The WealthStack PodcastThe WealthStack Podcast: The Meeting Assistant Revolution with Parker EnceIn an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor’s tech stack. These tools promise to eliminate hours of administrative work by automatically capturing meeting notes, updating CRMs and handling post-meeting follow-ups. But in wealth management, where trust, accuracy and compliance are everything, the stakes are high—and not all notetakers are created equal.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Parker Ence, CEO and co-founder of Jump Advisor AI, to explore how the firm is redefining what an A...
2025-07-2535 min
RIA+How Artificial Intelligence is Re-Shaping the Business of Wealth ManagementIncreasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark Bruno sits down with Parker Ence, CEO of Jump, to discuss how firms have been leveraging the technology company's AI note-taking and virtual assistant capabilities. In addition, they discuss how AI is also being used to improved data collection, client communication - and referrals - and what lies ahead for Jump as it continues to make significant investments in its technology and team.
2025-07-1742 min
The Customer Wins[AI Series] Revolutionizing Financial Meetings With AI With Parker EnceParker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI meeting assistant for financial advisors, designed to cut meeting admin time by 90% while elevating client and advisor experience by putting meeting prep, note taking, meeting compliance, CRM updates, and meeting follow-ups on AI autopilot. He works daily with RIA and broker-dealer teams to implement award-winning, safe, and compliant AI built for advisors, customizable to the advisor’s style, and deeply integrated with the advisor tech stack. Parker is a 4x technology CEO with experience in fintech, data, AI, and briefly at Google Cloud AI. He re...
2025-07-0739 min
Contrasting Viewpoints with Mark Hurley and Ray SclafaniAI Will Change Your Business, But Probably Differently Than You Think (Ep. 14)Featuring Parker Ence, CEO, Jump AIIn this episode, Ray Sclafani and Mark Hurley are joined by Parker Ence, CEO of Jump AI, where they discuss the evolving landscape of wealth management, focusing on the impact of AI, emotional intelligence, and the importance of differentiation in a crowded market. They explore the implications of a fee increase by the CFP board, the potential of sports franchise investments, and the future of advisory fees in light of changing client expectations. In this conversation, Mark and Ray discuss the evolving landscape of wealth management, particularly focusing...
2025-05-3047 min
Wicked Pissah Podcast#240 - Advisor Tech with Jump Advisor AI CEO Parker EnceAdvisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he’s operated companies in spinoff, turnaround/distressed, and startup scenarios. Parker also has experience in PE/VC, consulting, and economic development. He has his MBA from Stanford. They discuss: - How Jump AI turns conversations into tasks, notes, and compliance records with se...
2025-03-1830 min
Only Fee-Only#117 - Jump AI Is Automating the Busywork—Parker Ence on What That Means for AdvisorsWhat if you could simplify financial administration with just a click? Parker Ence, CEO and founder of Jump, joins us to reveal how this AI-powered tool is transforming the lives of wealth managers and financial advisors. Backed by a recent $20 million Series A funding, Jump automates note-taking, compliance, and CRM updates—freeing up advisors to focus on what truly matters: building meaningful client relationships.We explore Jump’s journey from early experimentation to securing partnerships with industry giants. With a founding team blending sales, product design, and engineering expertise, Jump delivers solutions that scale from solo advisors to l...
2025-02-0525 min
Financial Advisors Want To Know PodcastEp 60: How AI Can Streamline Client Meetings and ComplianceFinancial Advisors Want to Know: How AI Can Streamline Client Meetings and Compliance - Ep. 60 Parker EnceWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Parker Ence is the CEO and Co-founder of Jump Advisor AI tool for client meetings. Parker's prior experience includes 4x as a tech CEO in insurtech, data, and AI, Google Cloud AI, and and MBA from Stanford Graduate School of Business.Key Podcast Ta...
2025-02-0320 min
Fintech ImpactJump with Parker Ence | E347In today's episode, Jason Pereira hosts Parker Ence, CEO and Co-Founder of Jump, a generative AI-based meeting transcription and note-taking service. They discuss the innovations in AI technology, particularly for financial advisors, and how Jump helps automate and assist in meeting preparations and follow-ups to make financial advisors' lives easier. Parker elaborates on the company's unique offerings, how they address the essential but cumbersome parts of financial advising, and the roadmap for the future of Jump.Episode Highlights:00:09: Introduction of Parker Ence and the concept of Jump, a generative AI-based meeting transcription service. 00:30: Parker Ence t...
2024-10-2934 min
The Bearhug Experience(Funding Recap #10) Bearhug Recruiting's Early & Growth Stage Tech Startup Funding Recap! 6/17/24Here’s this week’s startup funding recap:
1. Viaduct, led by David Hallac, has raised a $10 million Series B funding round. Viaduct provides AI-driven solutions for connected vehicles to predict, identify, and solve product failures.
2. Anterior, led by Abdel Mahmoud, has raised a $20 million Series A funding round. Anterior's AI platform helps healthcare professionals manage administrative tasks via its clinical co-pilot, Florence, which provides a guided approach to clinical reasoning, applied first to prior authorization.
3. Jump, led by Parker Ence, has raised a $4.6 million Seed funding round. Jump offers AI software for financial advi...
2024-10-2406 min
The Digital ExecutiveEmpowering Financial Advisors with AI: Visionary Leap with Co-Founder Parker Ence | Ep 857Send us a text
In this episode of The Digital Executive, we're joined by Parker Ence, a serial tech entrepreneur with a rich background that spans teaching guitar to leading innovative tech companies. Parker shares his journey from a guitar teacher to becoming the CEO and co-founder of Jump, a company that leverages AI to revolutionize the financial advisory sector. Parker's diverse experiences have shaped his unique approach to leadership and innovation, emphasizing the importance of dedication, creativity, and understanding customer needs.
Parker delves into the origins of Jump, initially aimed at assisting B2B...
2024-04-0116 min
The Behavioral Observations Podcast with Matt CicoriaA Review of Autism Diagnostic Practices: Session 248: Whitney Ence and Elisabeth SheridanDrs. Whitney Ence and Elisabeth Sheridan joined me to talk about the diagnosis of Autism. You might be thinking that this sounds like an impossibly broad topic... and you're right. But in this show, we tried to narrow it down a bit to discuss the various routes in which people can acquire an Autism diagnosis, which of these routes represent best practice, the critical diagnostic features of Autism, severity levels in Autism (and the extent to which these terms are useful), the role of intense interests, specific assessment instruments and techniques, and the importance of working with...
2023-12-131h 02
Oddcast · Hosted by Ramiro Lopez & Arjun VagaleOddcast 138 Melody's Enemy1. Subjective - Fathoms
2. Melody's Enemy - Mooves
3. Dubesque - LA Jack
4. Luke Donnachie - Händler
5. Gianni Di Bernardo & Rian Wood - Drippin
6. Juheun - Instant Communication (Melody's Enemy Remix)
7. Uncertain - Sequence
8. edetto - Info
9. Harvey McKay - Milk Snatcher
10. Wex 10 - Encéphalo
11. Lee Ann Roberts - I Want You (Dense & Pika Remix)
12. Louisahhh - Love Is a Punk (Spencer Parker Remix)
13. Tenzella - Lucid
14. Melody's Enemy - Connected
15. Bastian Bux - Algon
16. Harvey McKay - Glasgow Kiss
17. Melody's Enemy & IAMBAM - PILL5
18. Insical - Reign
19. Marco Faraone - Addiction (Radio Slave Remix)
20. Pablo Say - Freak Out
21. Me...
2022-02-011h 12