Mark
Mcevily
Jessup Wealth Management
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About this Advisor
Mark Mcevily is a financial advisor working in Dayton, Ohio. Mcevily is an advisor for Jessup Wealth Management. Throughout their career, they have worked at Jessup Wealth Management, Flyer Enterprises, Charles Schwab, University Of Dayton Campus Recreation, Dhd Ventures, Cobblestone Creek Country Club, Commonwealth Financial Newtork and Commonwealth Financial Network. Mcevily maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Jessup Wealth Management is a registered investment company operating out of Dayton, OH. It has a total of 11 people on staff. It manages $210 million in assets under management between its 415 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 415 accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services are offered. Fees billed by Jessup Wealth Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jessup Wealth Management Brokerage Details
$210,377,036
11
415
$506,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mark Mcevily Work History
Mark has been registered as a financial advisor for 0 years.*
Jessup Wealth Management
Commonwealth Financial Network
Commonwealth Financial Newtork
Charles Schwab
Flyer Enterprises
Dhd Ventures
University Of Dayton Campus Recreation
Cobblestone Creek Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Mcevily to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jessup Wealth Management
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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