Jason Ray is a registered investment advisor at Zenith Wealth Partners, based in Philadelphia, PA, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 278 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are customized for clients with at least $10,000,000 in assets under management. The starting point for the annual investment advisory fee is 0.60%.
Fee Estimator
Location
2400 Market St., Suite 216, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is involved with several non-profit organizations, including Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation (where he is Treasurer), and the Leon H. Sullivan Charitable Trust. He dedicates minimal time to each of these activities, providing guidance and support.
Employment History
Current Registrations
Zenith Wealth Partners
Previous Registrations
Carnegie Wealth Management, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Fs Investment Solutions, LLCBroker
Lincoln Financial Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.