portrait of J L Sumpter

About J L

Born and raised in Cheboygan, Michigan, I learned how hard our families work to build wealth for their future. Knowing this, I am dedicated to working just as hard to assist families and businesses in organizing, planning, transferring and building wealth.

I am a retired detective/sergeant with nearly 20 years of law enforcement experience. During this time, I enjoyed working with the community. Whether it was conducting seminars or being part of a family during good times or bad, it meant a lot to play a significant role in someone's life.

After law enforcement, I helped my wife, Courtney, (an occupational...

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Michigan State UnivMaster of Science
  • Adrian CollegeBachelor of Arts

Personal Interests

  • Hunting
  • Volunteering
  • Golfing
  • Football
  • Personal Fitness

Team Members

  • Penny Treadway
    Sr. Branch Office Administrator
    FPQP®
  • Amanda Brendle
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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