Jason Ray (CRD# 6204562) is an Investment Advisor Representative working at Zenith Wealth Partners in Philadelphia, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zenith Solutions, LLC | Philadelphia, PA | Jun 2019 - Current | 4 |
| Carnegie Wealth Management, LLC | Exton, PA | Jun 2018 - Jun 2019 | 1 |
| Carnegie Wealth Management, LLC | Exton, PA | Mar 2018 - Jun 2019 | 1 |
| Strategic Financial Alliance | Atlanta, GA | Mar 2018 - Jun 2019 | 1 |
| Strategic Financial Alliance | Atlanta, GA | Mar 2018 - Jun 2019 | 1 |
| Fs2 Capital Partners, LLC | Philadelphia, PA | Mar 2016 - Mar 2018 | 2 |
| Fs Investment Solutions LLC | Philadelphia, PA | Mar 2016 - Mar 2018 | 2 |
| Fs2 Capital Partners, LLC | Philadelphia, PA | Jun 2015 - Mar 2016 | < 1 |
| Fs Investment Solutions LLC | Philadelphia, PA | Jun 2015 - Mar 2016 | < 1 |
| Lincoln Financial Distributors | Radnor, PA | Jun 2014 - May 2015 | < 1 |
| Princeton University | Princeton, NJ | Jul 2010 - Jun 2014 | 3 |
| Student | Princeton, NJ | Jun 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- CA
- DC
- IL
- MD
- MI
- NJ
- NY
- PA
- TX
- VA
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Total Assets Under Management82MILLIONS
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$374,154
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, DC, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NY, PA, TX, VA, WA
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