Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > dayton > JESSUP WEALTH MANAGEMENT
JESSUP WEALTH MANAGEMENT
35 Park Avenue
Dayton, Ohio 45419
Tel: (937) 938-9105
About JESSUP WEALTH MANAGEMENT
JESSUP WEALTH MANAGEMENT, formally registered with the SEC as JESSUP WEALTH MANAGEMENT. The firm was established in 12/15/2022. They have over 2 offices throughout the country.
JESSUP WEALTH MANAGEMENT is a Dayton, Ohio based Financial Planning firm with nearly $210,377,036 assets under management, offering retirement planning & investment advisory services to 415 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 323035 |
| SEC# | 801-127039 |
| Assets Managed by Firm | $210,377,036 |
| No. of Clients | 415 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 415 | $210,377,036 |
| Individuals (other than high net worth individuals) | 364 | $103,840,094 |
| High net worth individuals | 40 | $100,879,890 |
| Charitable organizations | Fewer than 5 clients | $324,385 |
| Corporations or other businesses | 9 | $5,332,667 |
More Retirement Planning firms in Dayton, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $71,982,699,043 | 134 | 133 | |
| $71,037,804,050 | 1405 | 151 | |
| $25,371,529,349 | 516 | 48 | |
| $24,763,108,831 | 4149 | 129 | |
| $23,908,418,539 | 68 | 122 |
Explore More Retirement Advisors in Dayton, Ohio