Network·Family Office

Jessup Wealth Management

Unclaimed

📍 DAYTON, OH

Family Officebusiness servicesWealth ManagementFinancial PlanningPortfolio Management
www.jessupwealthmanagement.com/

SEC CRD #801-127039

About

Wealth Management Dayton, OH | Jessup Wealth Management Skip to content Investor 360 Schedule Initial Call Investor 360 Schedule Initial Call Homepage ARSGeek 2026-03-19T15:04:40-04:00 An asset to your assets. Jessup Wealth Management offers in-house financial management to individuals, families, and small business owners. Schedule Initial Call An asset to your assets. Jessup Wealth Management offers in-house financial management to individuals, families, and small business owners. Schedule Initial Call The JWM Advantage It s all about service. In our office, service is more than a buzzword. It means practical experience. It means proactive communication. It means managing portfolios, and managing emotions right alongside. At Jessup, service means making you feel like you’re our only client. Our Approach The Independent Advisors Podcast Excellent service includes education, so we simplify financial news and strategies in a jargon-free weekly podcast. We offer clear information that helps you feel empowered in your plan. Listen to Latest Episode Listen to Latest Episode What We Offer At Jessup, you may work with several of our specialized team members, depending on your financial plan and goals. Here are some common offerings. Visit our Services page for a more complete sense of what we do. Comprehensive Planning We work together to develop a plan that coordinates lifestyle, retirement, taxes, and more. Portfolio Management Our strategic management cuts hidden costs and helps

Key Contact

BD

BRYAN D. MUENCH

CCO

📞 (937) 938-9105

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Geographic Focus

daytonohioOhio

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AUM

$360M

Check Size

$7.9B–$7.9B

Location

DAYTON, OH

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