Essential Investment Partners, LLC

Essential Investment Partners, LLC (CRD# 149509) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $102,367,628 in 137 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Essential Investment Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
Jonathan F. Zeschin
CRD#: 1440991
8101 E. Prentice Ave., Suite 1060, Greenwood Village, CO 80111

Jonathan Zeschin (CRD# 1440991) is an Investment Advisor Representative working at Essential Investment Partners, LLC in Greenwood Village, CO and has over 29 years of experience in the finance industry. Jonathan Zeschin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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