CRD: 323035
Jessup Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-15-2022
- Office Locations
- 1
Office Locations
About Jessup Wealth Management
Jessup Wealth Management is a Dayton, Ohio RIA serving retail and institutional relationships with financial planning and portfolio management, including retirement plan, insurance, estate, charitable and business-succession planning. Investment approach is ETF-centric (majority of SMA assets in ETFs) complemented by mutual funds and selective fixed income/alternatives. Led by a dedicated CIO; custody relationships include Fidelity/NFS and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW C. JESSUP
Chief Executive Officer, Managing Partner, Wealth Advisor
- CRD
- #4868861
- Ownership
- 50% but less than 75%
MARK JEROME MCEVILY
Chief Investment Officer, Managing Partner, Wealth Advisor
- CRD
- #6509428
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
Aaron David Cramer
Wealth Advisor
- CRD
- #6821029
Taylor Ledbetter
Wealth Advisor
- CRD
- #7388997
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,187,044 | $393,217 |
| Non-Discretionary | $0 | -- |
| Total | $360,187,044 | $393,217 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing