Jonathan Frederick Zeschin
Investment adviser representative at Essential Investment Partners, LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$223MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Essential Investment Partners, LLCFeb 2009 to now
- Jz Partners LLCAug 1998 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Essential Investment Partners, LLC
$223MAssets managed
79Clients
2Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1440991
- Firm CRD
- 149509