Jessup Wealth Management Inc
Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States. Jessup's mission is to grow our client's net worth through detailed planning, insightful strategies, timely execution and active portfolio management. The cornerstone of our philosophy is that there are 3 major segments in your life that your plan should take into consideration: Family, Finance and Future. Any plan we conceive with you will address these key issues because balance is a key component to any successful plan. Jessup Wealth Management is an enterprise practice that offers specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer. Jessup Wealth Management, 35 Park Avenue, Dayton, OH 45419.(937)938-9105 Please review our Terms of Use here:
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Verified contacts
17
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
2
tools in use
Monthly traffic
115
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- JR
Jenna Rittenhouse
Marketing Director · Advertising & Marketing
EmailPhone - TL
Taylor Ledbetter
Wealth Advisor · Finance & Accounting
EmailPhone - KE
Kellie Endres
Executive Assistant to CIO · General Business & Management
EmailPhone - MM
Megan Manta
Client Services Associate · Customer/Client Service
EmailPhone - MM
Mark McEvily
Chief Investment Officer & Managing Partner · Finance & Accounting
EmailPhone - NW
Nicholas Whitaker
Director of Research · Research & Development
EmailPhone - AC
Aaron Cramer
Senior Wealth Advisor · Finance & Accounting
EmailPhone - BM
Ben Mathile
Operations and Trading Associate · Operations
EmailPhone - JM
Jack McGrath
Associate Wealth Planner · Finance & Accounting
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Jessup Wealth Management Inc
14 distinct titles indexed · top 10 shown.
- 2executive assistant to cio
- 1associate wealth planner
- 1chief executive officer & managing partner
- 1chief investment officer & managing partner
- 1client service associate
- 1client services associate
- 1director of research
- 1executive assistant to chief executive officer
- 1executive assistant to chief executive officer & chief compliance officer
- 1executive partner
- +4more titles
Sign up to unlock all 17 contacts at Jessup Wealth Management Inc
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