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John McGrath

Investment Adviser Representative at Jessup Wealth Management

Dayton, OHCRD #7914792Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John McGrath is an investment adviser representative with Jessup Wealth Management in Dayton, OH, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.

Office

35 Park Avenue
Dayton, OH 45419

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/23/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Jessup Wealth ManagementCurrent
7/24/2024 – Dayton, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Jessup Wealth Management
    Jun 2024 – no end date reportedDayton, OH
  2. Dominion Academy of Dayton
    Jan 2014 – May 2019Dayton, OH
  3. Chick Fil A
    Jun 2018 – Sep 2018Centerville, OH
  4. Apostolate for Family Consecration
    May 2019 – Sep 2019Bloomingdale, OH
  5. Franciscan University of Steubenville
    Sep 2020 – May 2024Steubenville, OH
  6. Unemployed
    Sep 2019 – May 2020Beavercreek, OH
  7. Apostolate for Family Consecration
    May 2020 – Sep 2020Bloomingdale, OH
  8. Unemployed
    Jun 2021 – Sep 2021Beavercreek, OH
  9. New Albany Country Club
    Jun 2022 – Sep 2022New Albany, OH
  10. Jessup Wealth Management
    Jun 2023 – Sep 2023Dayton, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Jessup Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
2
Main office:
Dayton, OH
SEC file number:
801-127039

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 18, 2026

View full firm profile

Other advisors at Jessup Wealth Management

6 other advisors in the directory

View Jessup Wealth Management firm profile

Similar advisors in Dayton, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John McGrath has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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John McGrath (Jessup Wealth Management) - Fees & Credentials