Mark
Mcevily
Jessup Wealth Management
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About this Advisor
Mark Mcevily is a financial advisor based in Dayton, Ohio, working with Jessup Wealth Management. Mark has previously held positions at Jessup Wealth Management, Flyer Enterprises, Charles Schwab, Dhd Ventures, Commonwealth Financial Network, and Commonwealth Financial Network. Mark has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Mark is part of Jessup Wealth Management, which operates out of Dayton, Ohio. The firm has 1 office and 10 employees. The firm manages assets totaling $260.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jessup Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jessup Wealth Management Brokerage Details
$260,617,801
10
387
$673,431
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
Jessup Wealth Management
Commonwealth Financial Network
Commonwealth Financial Newtork
Charles Schwab
Flyer Enterprises
Dhd Ventures
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
Dayton, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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