Unclaimed Profile

Matthew C. Jessup

JESSUP WEALTH MANAGEMENT, INC.·DAYTON, Ohio

SIE, Series 7, Series 24, Series 31, Series 6621 years registeredJESSUP WEALTH MANAGEMENT, INC.

35 PARK AVENUE, DAYTON, OH 45419CRD# 4868861Firm CRD# 323035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew C. Jessup · DAYTON, OH

Registration

CRD #4868861 · JESSUP WEALTH MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

JESSUP WEALTH MANAGEMENT

Jan 2023 – present

COMMONWEALTH FINANCIAL NETWORK

May 2012 – Jan 2023

Dayton, OH

LPL FINANCIAL LLC

Nov 2009 – Mar 2012

DAYTON, OH

UBS FINANCIAL SERVICES INC.

Jan 2005 – Dec 2009

DAYTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · January 24, 2005

Years registered · 21

Disclosure History

2012Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JESSUP WEALTH MANAGEMENT, INC.

CRD 323035 · SEC 801-127039

AUM

$261M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Matthew C. Jessup offer?

Matthew C. Jessup specializes in Financial Planning, Investment Management. Contact their office in DAYTON, Ohio for a consultation.

What are Matthew C. Jessup's credentials?

Matthew C. Jessup is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew C. Jessup located?

Matthew C. Jessup 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 Matthew C. Jessup charge for services?

Matthew C. Jessup'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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