Matthew C. Jessup
Chief Executive 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 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 Chairman’s Level advisor for a distinction based on annual production that places him among the top 4 percent of advisors affiliated with Commonwealth Financial Network.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.
**Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,667 Cincinnati wealth managers were considered for the award; 427 (26 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
***The Dayton Business Journal's 2020 40 Under 40 award recognizes young professionals in the Miami Valley and is based on their professional accomplishments, community leadership, and awards and milestones. This award is not specific to financial services.
**** According to Forbes, a leading financial publication, “ the ranking reflects the most prestigious financial advisors in each state. List makers are determined based on Each advisor—selected by SHOOK Research—is chosen based on “an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.” for more information, please visit https://www.forbes.com/best-in-state-wealth-advisors
Q&A with Matthew Jessup