jumet charitable foundation

JCF Founders

Jan F. Jumet
Jan Jumet - JFC FounderJan founded the Jumet Charitable Foundation, along with his wife Julie, in 2005.  Jan is currently employed by Allocated Financial Planning, an independent investment services firm he co-founded in 2006, and he is a registered representative with LPL Financial. Prior to founding and joining Allocated Financial Planning, Jan served as the Chief Compliance Officer of Grantham, Mayo, Van Otterloo, a Boston based investment firm managing over $100 billion in assets. Before joining GMO, Jan served on the Executive Management Committee of Babson Capital Management LLC. In addition to his responsibilities in overseeing the firm's business strategy and stewardship on the Executive Committee, Jan had overall responsibility for Babson Capital's compliance program across the firm's broad array of investment disciplines covering most all investment strategies and over $110 billion in assets under management. Additionally, Jan served as the President of Babson Capital Securities Inc. a limited purpose broker/dealer. Jan joined Babson Capital from Mellon Institutional Asset Management (MIAM) in Boston where he served as Senior Vice President and Chief Risk and Compliance Officer of MIAM, as well as Chief Compliance Officer of Mellon Institutional Funds and CEO of Mellon Funds Distributor.

Jan is an alumnus of Kent State University with a B.B.A. in Finance, and Duquesne University with a M.S. in Tax and a Juris Doctor.  Jan is a member of the Pennsylvania Bar Association and the American Bar Association.  He is the Founder and Chairman of the Board of the Jumet Charitable Foundation, and has previously served as Chairman of the Board of Viatronix, Inc. and as a Board Member with the American Cancer Society in Western Pennsylvania.

Jan and his wife spend most of their time in Boston, MA, Darlington, PA, and Scottsdale, AZ at various times throughout the year.  In addition to his extensive work with the Jumet Charitable Foundation, Jan stays active in running, biking, and various other outdoor activities. 

Securities offered through LPL Financial, member FINRA/SIPC.  Financial planning offered through Western Wealth Management, a registered investment advisor.   Jumet Charitable Foundation, Allocated Financial Planning, Western Wealth Management, and LPL Financial are separate entities.

The official registration and financial information of the Jumet Charitable Foundation may be obtained from the Pennsylvania Department of State
by calling toll free, within Pennsylvania, 1-800-732-0999.  Registration does not imply endorsement.

© Jumet Charitable Foundation. All Rights Reserved.

PO Box 144
Darlington, PA  16115
Phone: 724-622-4065
Email Address: jumetcharitable@gmail.com