A complete list of active advisors currently associated with Jessup Wealth Management

Warmer can help you find a great advisor at Jessup Wealth Management or one who fits your needs even better.

Jessup Wealth Management serves a mix of individual and institutional clients — including retail investors, high-net-worth individuals, retirement plans, and charitable or corporate clients — through financial planning, retirement plan consulting, and discretionary portfolio management. The firm reports roughly $360 million in assets under management, with a team of seven advisors supporting about 400 client relationships and offering access to a broad set of investment and insurance products, including variable and fixed-indexed insurance and certain alternative investments. The firm typically implements client strategies using in‑house model portfolios managed on a discretionary basis; a typical model contains 15–25 equities and 2–5 individual bonds or bond ETFs, with an investment committee and the chief investment officer making final trading decisions. Jessup is agnostic on style and market-cap tilts and uses a mix of fundamental, technical, quantitative, and qualitative analysis, and it offers access to Commonwealth’s PPS Custom and PPS Select wrap-fee programs as part of its asset management choices. What is noteworthy about Jessup is the combination of business lines and commercial relationships it discloses: advisors are licensed insurance agents who may receive commission compensation for insurance sales, the firm accepts sponsorship revenue for its podcast (The Independent Advisors Podcast), and it has detailed economic ties to Commonwealth (and, post‑acquisition disclosures, LPL) including loans to principals and platform-related benefits. These media sponsorships and the firm’s explicit, disclosed custodial/clearing and loan arrangements — along with participation in wrap-fee programs — are features the brochure highlights as potential conflicts of interest that clients should consider.

To learn more about the advisors currently working at Jessup Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.