JESSUP WEALTH MANAGEMENT, INC.

JESSUP WEALTH MANAGEMENT
DAYTON, Ohio·2 registered advisors·CRD# 323035
SEC# 801-1270391(937) 938-9105
01

Firm Overview

AUM
$261M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JESSUP WEALTH MANAGEMENT, INC.

2 registered advisors
Mark Jerome Mcevily
DAYTON, Ohio
Matthew C. Jessup
DAYTON, Ohio
05

Office Locations

DAYTON, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. JESSUP WEALTH MANAGEMENT, INC. (CRD# 323035) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.