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35 Park Avenue, Dayton, OH 45419 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2012 | 08/2018 |
| Jessup Wealth Management | Dayton | OH | 03/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | 01/2023 |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. TREASURER, DAYTON ROTARY FOUNDATION. AS OF 5.22.25, LESS THAN TWO HOURS A MONTH AND 0 HOURS DURING TRADING HOURS. NOT CONDUCTED AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. M2 Capital Holdings, LLC – Founding Member and 50% Owner of a private real estate rental LLC. The activity consists of ownership and oversight of residential rental property. The business is not investment-related and does not provide investment advisory, brokerage, or securities-related services. Estimated annual income is approximately $5,000. Time devoted to the activity is approximately 1–2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-22 |
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