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Matthew C. Jessup

Jessup Wealth Management

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About Matthew C. Jessup

Matthew C. Jessup is a financial advisor with Jessup Wealth Management. Matthew is a registered investment advisor in Ohio. Matthew has been a financial advisor for over 15 years and specializes in providing financial advice to individuals, corporations, and charitable organizations. Matthew provides financial planning, portfolio management, and selection of other advisors.

Firm Information

Matthew Jessup is currently registered with Jessup Wealth Management. Jessup Wealth Management is a Dayton, OH-based registered investment advisor with approximately $260 million in regulatory assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, corporations, and other businesses, as well as individuals other than high-net-worth. They have a client base of approximately 391 clients.
Jessup Wealth Management

35 PARK AVENUE

DAYTON, OH 45419

$260.62M

Assets Under Management

9

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Jessup’s Registration & Firm History

OH

01/04/2023 - Present

Jessup Wealth Management (DAYTON OH)

OH

03/13/2012 - 08/31/2018

COMMONWEALTH FINANCIAL NETWORK (DAYTON OH)

OH

11/13/2009 - 03/09/2012

LPL FINANCIAL LLC (DAYTON OH)

OH

12/14/2004 - 12/02/2009

UBS FINANCIAL SERVICES INC. (DAYTON OH)

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Licenses & Designations

BOTH

Issued 12/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2010

Series 24 - General Securities Principal Examination

BC

Issued 08/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 12/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew C. Jessup. Review regulatory record here.
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