Jason Ray
Zenith Wealth Partners · Philadelphia, Pennsylvania
Jason Ray is a fee-only financial advisor at Zenith Wealth Partners in Philadelphia, Pennsylvania. Zenith Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Zenith Wealth Partners |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.0M across 789 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6204562 |
| Exams passed | Series 63 (2013) · Series 66 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.networthzenith.com |
How Jason's firm compares
- Zenith Wealth Partners's average account is about $191,000, from its Form ADV (assets managed divided by 789 accounts).
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Questions about Jason
Is Jason Ray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Zenith Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Zenith Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Ray based?
Jason Ray is based in Philadelphia, Pennsylvania.
Is Jason Ray registered with the SEC?
Yes. Jason Ray is registered as an investment adviser representative in PA (CRD 6204562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zenith Wealth Partners manage?
Zenith Wealth Partners reports $151.0M across 789 accounts in assets under management.
How do I contact Jason Ray?
Through Jason's website, www.networthzenith.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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