Jessup Wealth Management

CRD 323035 · Dayton, OH · $360.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 323035
SEC number: 801-127039
Firm type: RIA
Assets under management: $360.2M as of May 18, 2026
Website: www.linkedin.com/company/jessup-wealth-management-inc ↗
Phone: (937) 938-9105
Address: 35 Park Avenue, Dayton, OH, 45419

Advisors at this firm

7 in our index · page 1 of 1

Aaron David CramerCRD 6821029 · Dayton, OH

IA Registered
Matthew C. JessupCRD 4868861 · Dayton, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Taylor LedbetterCRD 7388997 · Dayton, OH

IA Registered
Mark Jerome McevilyCRD 6509428 · Dayton, OH

IA RegisteredRegistration inactive
Benjamin MathileCRD 8110745 · Dayton, OH

IA Registered
John McgrathCRD 7914792 · Dayton, OH

IA Registered
Nicholas S WhitakerCRD 7360889 · Dayton, OH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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