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 9 states (or territories).

Current Firm Details
35 Park Avenue, Dayton, OH 45419
https://www.linkedin.com/company/jessup-wealth-management-inc/
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $673,431
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, KY, NY, OH, SC, TX, VA

Financial Advisors at Jessup Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Jessup, financial advisor Dayton OH
Matthew C. Jessup
CRD#: 4868861
35 Park Avenue, Dayton, OH 45419

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.

2
Mark McEvily, financial advisor Dayton OH
Mark J. McEvily
CRD#: 6509428
35 Park Avenue, Dayton, OH 45419

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.

3
Aaron Cramer, financial advisor Dayton OH
Aaron D. Cramer
CRD#: 6821029
35 Park Avenue, Dayton, OH 45419

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.

4
Taylor Ledbetter, financial advisor Dayton OH
Taylor Ledbetter
CRD#: 7388997
35 Park Avenue, Dayton, OH 45419

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.

5
Nicholas Whitaker, financial advisor Dayton OH
Nicholas S. Whitaker
CRD#: 7360889
35 Park Avenue, Dayton, OH 45419

Nicholas Whitaker (CRD# 7360889) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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