Taylor
Ledbetter

Jessup Wealth Management

CRD#7388997
Investment Advisor
in Dayton, OH

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About this Advisor

Taylor Ledbetter is a financial advisor based in Dayton, Ohio, working with Jessup Wealth Management. Taylor has previously held positions at Wright State University, Sinclair Community College, Westview High School, Point Loma High School, Fairmont High School, Larosa's Pizzeria, Jessup Wealth Management, Riegel Financial, and Commonwealth Financial Network. Taylor has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Taylor is part of Jessup Wealth Management, which operates out of Dayton, Ohio. The firm has one office and ten 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

35 Park Avenue
Dayton, OH 45419

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Jessup Wealth Management Brokerage Details

Total Assets Under Management

$260,617,801

OH Average: $2,106,341,625
Total Number of Employees

10

OH Average: 34
Total Number of Accounts

387

OH Average: 1,972
Average Account Size

$673,431

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Taylor Ledbetter Work History

2022 - Present (2 years)

Jessup Wealth Management

2022 - 2023 (1 year)

Commonwealth Financial Network

2020 - 2022 (2 years)

Jessup Wealth Management

2020 - 2020 (< 1 year)

Riegel Financial

2019 - 2021 (2 years)

Wright State University

2016 - 2019 (3 years)

Sinclair Community College

2016 - 2017 (1 year)

Larosa'S Pizzeria

2015 - 2016 (1 year)

Fairmont High School

2014 - 2015 (1 year)

Westview High School

2013 - 2014 (1 year)

Point Loma High School

Disclosures

Please visit the SEC profile of Taylor Ledbetter 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

Jeffrey Barnett
Dayton, OH
Mark Mcevily
Dayton, OH
Taylor Ledbetter
Dayton, OH
Matthew Jessup
Dayton, OH
Aaron Cramer
Dayton, OH
Nicholas Whitaker
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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