The Jessup Group Team Photo

The Jessup Group

Merrill Lynch Wealth Management
60 East So Temple St
Suite 200-61
Salt Lake City, UT 84111
(801) 535-1347
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At The Jessup Group, every member of our team is dedicated to helping people achieve their financial goals. We believe that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill.
The Jessup Group
Merrill Lynch Wealth Management
Welcome

The Jessup Group's mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Recognition
Mark Jessup
Managing Director, Senior Financial Advisor
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors", 2021
(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Jessup Group Team Photo
The Jessup Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Mark A Jessup
Managing Director, Senior Financial Advisor
801.535.1347
Judson C Jennings,

CFP®

Vice President, Wealth Management Advisor
801.535.1464
Kristin J Mazza,

AAMS™

Wealth Management Specialist
801.535.1353
Laura A Maynes
Officer, Registered Wealth Management Client Associate
801.535.1326
LaJean G Neiswanger
Registered Senior Wealth Management Client Associate
801.535.1349
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ross Morand
Alternative Investments Regional Specialist
Bank of America, N.A.
Mateo Ewell
Wealth Management Banking Specialist
Merrill
Jodi Cody
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1516670
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.