Mark Jerome Mcevily
Professional Summary
Mark Jerome Mcevily is a registered financial advisor currently at JESSUP WEALTH MANAGEMENT located in Dayton, Ohio. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mark has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
JESSUP WEALTH MANAGEMENT | JESSUP WEALTH MANAGEMENT, INC.
Contact Information
Main Address
35 Park Avenue, Dayton, OH 45419Phone Number
(937) 938-9105# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
916AUM (Assets Under Management)
$360,187,044Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
JESSUP WEALTH MANAGEMENT | JESSUP WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(1/5/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Mark Jerome Mcevily's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC
