Taylor Ledbetter
Investment adviser representative at Jessup Wealth Management
7 yearsExperience
1 stateRegistered in
$360.2MFirm assets
3 yearsFirm in business
Are you Taylor Ledbetter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Jessup Wealth ManagementJul 2020 to now
- Commonwealth Financial NetworkJan 2022 to Jan 2023
- Riegel FinancialJan 2020 to Feb 2020
- Wright State UniversityJan 2019 to May 2021
- Sinclair Community CollegeAug 2016 to Aug 2019
- Larosa's PizzeriaJan 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Jessup Wealth Management
Legal name: Jessup Wealth Management, Inc.
$360.2MAssets managed
411Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7388997
- Firm CRD
- 323035