Benjamin Mathile
Investment adviser representative at Jessup Wealth Management
11 yearsExperience
1 stateRegistered in
$360.2MFirm assets
3 yearsFirm in business
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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
11 years in the industry.
- Jessup Wealth ManagementJun 2025 to now
- Jessup Wealth ManagementAug 2023 to Apr 2025
- University of DaytonAug 2021 to May 2025
- Abf FreightJul 2019 to Aug 2021
- Chaminade Julienne High SchoolJun 2017 to Jun 2021
- St. Christopher SchoolJun 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8110745
- Firm CRD
- 323035