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RIA / WealthAdvisor21 years in industry

MATTHEW C. JESSUP

Advisor at JESSUP WEALTH MANAGEMENT

DAYTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:216e4950-affe-02e0-36b5-77f039f493f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JESSUP WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 22, 2004
First registration: Jan 24, 2005
Dual registered: no
IAPD individual key: 4868861

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JESSUP WEALTH MANAGEMENT	Independent wealth	Jan 4, 2023	n/a	yes	DAYTON, OH	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 16, 2012	Jan 4, 2023	no	DAYTON, OH\|WALTHAM, MA\|CASSTOWN, OH\|Dayton, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 13, 2009	Mar 9, 2012	no	OAKWOOD, OH\|SAN DIEGO, CA\|DAYTON, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 24, 2005	Dec 2, 2009	no	Miamisburg, OH\|DAYTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	JESSUP WEALTH MANAGEMENT	Jan 4, 2023	Jan 4, 2023	0	Firm change	Ibd to new firm
LPL FINANCIAL LLC	COMMONWEALTH FINANCIAL NETWORK	Mar 9, 2012	May 16, 2012	68	Firm change	Other
UBS FINANCIAL SERVICES INC.	LPL FINANCIAL LLC	Dec 2, 2009	Nov 13, 2009	-19	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8032:323035:OH:2023-01-03	Jan 4, 2023	Jan 4, 2023	DAYTON, OH	Firm change

Relationships

Registered with (4)

→ JESSUP WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 4, 2023 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 16, 2012 to Jan 4, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 13, 2009 to Mar 9, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 24, 2005 to Dec 2, 2009factForm ADV

Dated events

Occurred
Jan 4, 2023
Advisor changed firm
Matthew C. Jessup left Commonwealth Financial Network for Jessup Wealth Management (registered 2023-01-04)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:216e4950-affe-02e0-36b5-77f039f493f5
First observed: Jan 24, 2005
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATTHEW C. JESSUP

Advisor at JESSUP WEALTH MANAGEMENT

DAYTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:216e4950-affe-02e0-36b5-77f039f493f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

JESSUP WEALTH MANAGEMENT

Independent wealth

Jan 4, 2023

n/a

yes

DAYTON, OH

Current employment

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

May 16, 2012

Jan 4, 2023

DAYTON, OH|WALTHAM, MA|CASSTOWN, OH|Dayton, OH

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Nov 13, 2009

Mar 9, 2012

OAKWOOD, OH|SAN DIEGO, CA|DAYTON, OH

Previous registration

UBS FINANCIAL SERVICES INC.

Wirehouse

Jan 24, 2005

Dec 2, 2009

Miamisburg, OH|DAYTON, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COMMONWEALTH FINANCIAL NETWORK

JESSUP WEALTH MANAGEMENT

Jan 4, 2023

Firm change

Ibd to new firm

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

Mar 9, 2012

May 16, 2012

Firm change

Other

UBS FINANCIAL SERVICES INC.

LPL FINANCIAL LLC

Dec 2, 2009

Nov 13, 2009

-19

Firm change

Other

Team

Left

Joined

From

Kind

8032:323035:OH:2023-01-03

Jan 4, 2023

DAYTON, OH

Firm change