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Matthew C. Jessup

JESSUP WEALTH MANAGEMENT, INC.·DAYTON, Ohio
Clean recordJESSUP 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew C. Jessup is a registered financial advisor based in DAYTON, Ohio, affiliated with JESSUP WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JESSUP WEALTH MANAGEMENT, INC.
JESSUP WEALTH MANAGEMENT
AUM
$261M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at JESSUP WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4868861
Firm CRD# 323035
View on FINRA BrokerCheck →

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05

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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Other Advisors at JESSUP WEALTH MANAGEMENT, INC.

Mark Jerome Mcevily
DAYTON, OH

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