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Advisors / Ohio / Dayton
1yr

Benjamin Mathile

Financial advisor at Jessup Wealth Management

Benjamin Mathile is a fiduciary financial advisor in Dayton, Ohio, with 1 year in the industry. Benjamin joined Jessup Wealth Management in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 245 advisors with offices in Dayton, and one of 195 fiduciaries.

Dayton, OH 45419Fiduciary advisor
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office35 Park Avenue, Dayton, OH 45419
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$879,776
Advisors at the firm7
States licensed ?1 state

Services through Jessup Wealth Management

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2025 – now

Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Benjamin

How do I contact Benjamin?

Call Jessup Wealth Management at (937) 938-9105 and ask for Benjamin Mathile. Benjamin works from the Dayton, OH office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Benjamin hold?

Series 65. Tap any license on this page to see what it allows.

Is Benjamin a fiduciary?

Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Benjamin paid?

Jessup Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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