Raeonna Jefferson
Zenith Wealth Partners · Philadelphia, Pennsylvania
Raeonna Jefferson 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, TX, VA · CRD 7682625 |
| Exams passed | Series 65 (2024) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.networthzenith.com |
How Raeonna'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 Raeonna
Is Raeonna Jefferson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raeonna 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 Raeonna charge for financial advice?
Raeonna's firm, Zenith Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raeonna Jefferson based?
Raeonna Jefferson is based in Philadelphia, Pennsylvania.
Is Raeonna Jefferson registered with the SEC?
Yes. Raeonna Jefferson is registered as an investment adviser representative in PA, TX and VA (CRD 7682625), 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 Raeonna Jefferson?
Through Raeonna'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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