Matthew Jessup
- Role
- Chief Executive Officer & Managing Partner at Jessup Wealth Management Inc
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Matthew Jessup
I started in the Financial Planning Industry in August of with UBS Financial…
Experience
Chief Executive Officer & Managing Partner
Nov 2009 — Present
Education
Sinclair Community College
Associates, Business
2000 — 2002
Wright State University
Bachelor, Financial Services
2002 — 2004
Skills
- 401k Rollovers
- Proactive Portfolio Management
- Retirement Plans
- Financial Planning
- Retirement Planning
- Retirement Income Strategies
- Estate Planning
- Retirement Plan Consulting
- Saving for Education
- Retirement Plan Distribution
- Portfolio Management
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