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Mark Jerome Mcevily

JESSUP WEALTH MANAGEMENT, INC.·DAYTON, Ohio
SIE, Series 7, Series 66Clean record9 years registeredJESSUP WEALTH MANAGEMENT, INC.
35 PARK AVENUE, DAYTON, OH 45419CRD# 6509428Firm CRD# 323035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Jerome Mcevily · DAYTON, OH
Registration
CRD #6509428 · JESSUP WEALTH MANAGEMENT, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

JESSUP WEALTH MANAGEMENT
Jan 2023 – present
COMMONWEALTH FINANCIAL NETWORK
Aug 2016 – Jan 2023
Dayton, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 18, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JESSUP WEALTH MANAGEMENT, INC.
CRD 323035 · SEC 801-127039
AUM
$261M
Regulatory assets under management
Employees
10
387 client accounts
Services offered by JESSUP WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JESSUP WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Mark Jerome Mcevily offer?
Mark Jerome Mcevily specializes in Financial Planning, Investment Management. Contact their office in DAYTON, Ohio for a consultation.
What are Mark Jerome Mcevily's credentials?
Mark Jerome Mcevily is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Jerome Mcevily located?
Mark Jerome Mcevily is based in DAYTON, Ohio, working with JESSUP WEALTH MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Mark Jerome Mcevily charge for services?
Mark Jerome Mcevily's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JESSUP WEALTH MANAGEMENT, INC.?
JESSUP WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew C. Jessup
DAYTON, OH

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