Nicholas Whitaker

Director of Research at Jessup Wealth Management Inc - Oakwood, OH, US

Nicholas Whitaker's Colleagues at Jessup Wealth Management Inc

Taylor Ledbetter

Financial Planning Intern

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Matthew Jessup

Chief Executive Officer & Managing Partner

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Sydney Huck

Client Service Associate

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Mark McEvily

Chief Investment Officer & Managing Partner

Contact Mark McEvily

Erich Rathje

chief operating officer and managing partner

Contact Erich Rathje

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Nicholas Whitaker's Contact Details

Email (Verified)
***@jessupwealthmanagement.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
937-938-9105

Location
Dayton, Ohio, United States

Company
Jessup Wealth Management Inc

Nicholas Whitaker's Company Details

Jessup Wealth Management Inc

Oakwood, OH, US • 20 - 49 Employees
Financial Services

Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States. Jessup's mission is to grow our client's net worth through detailed planning, insightful strategies, timely execution and active portfolio management. The cornerstone of our philosophy is that there are 3 major segments in your life that your plan should take into consideration: Family, Finance and Future. Any plan we conceive with you will address these key issues because balance is a key component to any successful plan.Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Jessup Wealth Management, 35 Park Avenue, Dayton, OH 45419. (937)938-9105 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Wealth Management Retirement Planning Estate Planning Proactive Portfolio Management Executive Benefit Plans Stock Options Pension Analysis Life Insurance Analysis Financial Services Financial Advisory Services

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Frequently Asked Questions about Nicholas Whitaker

Nicholas Whitaker currently works for Jessup Wealth Management Inc.

Nicholas Whitaker's role at Jessup Wealth Management Inc is Director of Research.

Nicholas Whitaker's email address is ***@jessupwealthmanagement.com. To view Nicholas Whitaker's full email address, please signup to ConnectPlex.

Nicholas Whitaker works in the Financial Services industry.

Nicholas Whitaker's colleagues at Jessup Wealth Management Inc are Jenna Rittenhouse, Aaron Cramer, Taylor Ledbetter, Matthew Jessup, Sydney Huck, Mark McEvily, Erich Rathje and others.

Nicholas Whitaker's phone number is 937-938-9105