Jessup Wealth Management Inc
Financial Services • 
Oakwood, Ohio, United States • 11-20 Employees
Company overview
| Headquarters | 35 Park Ave, Dayton, Ohio 45419, US |
| Phone number | +19379389170 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Finance, Wealth Management, Retirement Planning, Stock Market, Portfolio Management, Financial Planning, Estate Planning, Pension Analysis, Executive Benefit Plans, Stock Options, Life Insurance Analysis, Proactive Portfolio Management |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Key Contacts at Jessup Wealth Management Inc
Matthew Jessup
Chief Executive Officer & Managing Partner
Jenna Rittenhouse
Marketing Director
Nicholas Whitaker
Director Of Research
Nicole Knoblach-Moffitt
Executive Assistant To Chief Executive Officer & Chief Compliance Officer
Jessup Wealth Management Inc Email Formats
Jessup Wealth Management Inc uses 2 email formats. The most common is {first initial} (e.g., j@jessupwealthmanagement.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@jessupwealthmanagement.com | 50% |
{first name} | john@jessupwealthmanagement.com | 50% |
About 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: www.commonwealth.com/termsofuse.html
Jessup Wealth Management Inc revenue & valuation
| Annual revenue | $164,075 |
| Revenue per employee | $11,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $525,040 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Jessup Wealth Management Inc has 8 employees across 6 departments.
Departments
Number of employees
Funding Data
Jessup Wealth Management Inc has never raised funding before.
Jessup Wealth Management Inc Tech Stack
Discover the technologies and tools that power Jessup Wealth Management Inc's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Spain
Austria
United Kingdom
Frequently asked questions
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