Jessup Wealth Management
Jessup Wealth Management (CRD# 323035) is a financial advisory firm headquartered in Dayton, OH. They manage $260,617,801 in 387 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management261MILLION
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Total Number of Accounts387ACCOUNTS
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Average Account Value$673,431
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, IN, KY, LA, NY, OH, SC, TX, VA
Matthew Jessup (CRD# 4868861) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has over 19 years of experience in the finance industry.
Mark McEvily (CRD# 6509428) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has over 7 years of experience in the finance industry.
Jeffrey Barnett (CRD# 6000590) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has 1 year of experience in the finance industry.
Aaron Cramer (CRD# 6821029) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has over 4 years of experience in the finance industry.
Taylor Ledbetter (CRD# 7388997) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has over 2 years of experience in the finance industry.
Nicholas Whitaker (CRD# 7360889) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has over 3 years of experience in the finance industry.