Matthew C. Jessup
Chief Executive Officer, Chief Compliance Officer, Managing Partner
Matthew started in the financial planning industry in August 1999 with UBS Financial Services. He majored in financial services and graduated from Wright State University in 2004. After college, he started to build his client base, learning the wealth management business from the ground up. In November 2009, he separated from UBS and founded Jessup Wealth Management in Oakwood, Ohio.
Matthew resides in Oakwood with his wife, Rachel; sons, Rowen and Micah; and daughter, Evelyn. Matt and his family attend Church of the Cross in Kettering and has been active on several nonprofit boards over the years, including the Ronald McDonald House of Dayton, Human Race Theatre, Dayton Art Institute’s Planned Giving Council, and Oakwood City Schools Foundation. Matthew has been recognized by Commonwealth as a Chairman's Level advisor in 2021 and 2022* and has also been named a Five Star Wealth Manager** in Cincinnati Magazine. Matthew was named to the Dayton Business Journal’s 40 Under 40*** and Emerging Leaders lists in 2020. Matthew has been most recently honored as Forbes' Best-In-State Wealth Advisors**** for 2022. At the office, Matthew is usually accompanied by his dog Louis.
*Matt Jessup is proud to have been recognized as a 2022 Chairman’s Level advisor by Commonwealth Financial Network. The Chairman’s Level advisor award is presented to the top 75 Commonwealth-affiliated advisors when measured by annual production for the previous year. Then 2022 awards were presented in January 2023. Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
**2015 Five Star Wealth Manager Award, created by Five Star Professional. The 2015 award was presented in September 2015 based on data gathered within 12 months preceding the issue date. 1667 advisors were considered, 427 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
***2020 Dayton Business Journal’s Top 40 Under 40, created by Dayton Business Journal, issued on August 14, 2020 and awarded based on nominations collected between October 17, 2019 - February 2, 2020. 221 nominations were received and 40 received the award. This award is based on recipients’ contributions to their company, impact to the business world, and their role in the community and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. $225 Advisors pay a fee to hold out marketing materials. Click here for more information. Link: https://www.bizjournals.com/dayton/news/career-and-workplace/40-under-40
****2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, and approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. Click here for more award information. Link: https://www.forbes.com/best-in-state-wealth-advisors/#6dacf206291d
Q&A with Matthew Jessup