Jason Michael Ray
Investment adviser representative at Zenith Wealth Partners
10 yearsExperience
2 statesRegistered in
$151MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Zenith Wealth PartnersJul 2019 to now
- Zenith Solutions, LLCJun 2019 to now
- Carnegie Wealth Management, LLCMar 2018 to Jun 2019
- Strategic Financial AllianceMar 2018 to Jun 2019
- Fs Investment Solutions LLCMar 2016 to Mar 2018
- Fs2 Capital Partners, LLCMar 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Zenith Wealth Partners
Legal name: Zenith Solutions, Inc.
$151MAssets managed
325Clients
7Advisers
2 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
- 6204562
- Firm CRD
- 304732