CEO, Managing Partner · Jessup Wealth Management
Matthew C. Jessup
CRD 4868861 · Named on Form ADV at one SEC-registered adviser
At a glance
Jessup Wealth Management, an SEC-registered wealth manager based in Dayton, OH with $360 million in regulatory assets, lists Matthew C. Jessup on its Form ADV as CEO, Managing Partner, a control person.
Firms and roles
- Jessup Wealth ManagementCEO, Managing PartnerWealth manager · Dayton, OH · $360M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark J. McEvilyCIO, Managing Partner, Jessup Wealth Management
- Matthew J. DunnCCO, Jessup Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.