Matthew Jessup
Matthew Jessup is a registered investment advisor at Jessup Wealth Management, based in Dayton, OH, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 401 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jessup Wealth Management offers investment management through Commonwealth's PPS Custom and PPS Select programs. Fees vary depending on the program and the amount of your portfolio.
PPS Custom Program: Jessup Wealth Management has two standard fee schedules for PPS Custom program accounts: Individual Security Investments portfolios and Individual Bond Investments portfolios. The fees range from 0.75% to 2.00% depending on the portfolio type and account size. There is also a platform fee.
PPS Select Program: Fees consist of an advisor fee and a program fee. The fees range from 0.25% to 1.50% depending on the account size.
Location
35 Park Avenue, Dayton, OH, 45419
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Regulatory History (1)
Employment Separation After Allegations
March 2012Other Business ActivitiesSells Insurance
Matthew sells fixed insurance at a branch location, which is investment-related. He also serves as Treasurer for the Dayton Rotary Foundation, dedicating minimal time each month.
Employment History
Current Registrations
Jessup Wealth Management
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.