Jonathan F. Zeschin

ESSENTIAL INVESTMENT PARTNERS

Englewood, CO 80111

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CRD#: 1440991

Professional summary

Jonathan Frederick Zeschin, CFP®, who also goes by Jon Zeschin, is a registered financial advisor currently at ESSENTIAL INVESTMENT PARTNERS, LLC located in Englewood, Colorado.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jonathan has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Zeschin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Frederick Zeschin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

May 21, 2009 - Present

ESSENTIAL INVESTMENT PARTNERS, LLC

Office #1: 7887 E Belleview Ave Suite 1275, Englewood, CO 80111

RIA

CRD#: 149509

Englewood, CO

Past

November 27, 2001 - May 18, 2009

ESSENTIAL ADVISERS, INC.

RIA

CRD#: 115998

DENVER, CO

Past

March 18, 1998 - August 4, 1998

FOUNDERS ASSET MANAGEMENT LLC

CRD#: 44645

DENVER, CO

Past

November 6, 1995 - April 1, 1998

FOUNDERS ASSET MANAGEMENT, INC.

CRD#: 323

DENVER, CO

Past

December 15, 1992 - May 4, 1995

INVESCO DISTRIBUTORS, INC.

CRD#: 289

HOUSTON, TX

Past

February 7, 1987 - December 31, 1991

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ESSENTIAL INVESTMENT PARTNERS, LLC

CRD#: 149509 / SEC#: 801-70121

RIA

Registered Investment Advisory firm - (4/1/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/21/2009)

IAR

Texas
(4/19/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/25/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/25/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/14/1986

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ESSENTIAL INVESTMENT PARTNERS, LLC

CRD#: 149509 / SEC#: 801-70121

RIA

Registered Investment Advisory firm - (4/1/2009 Approved)

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Contact information

Main Address

7887 E Belleview Ave Suite 1275, Englewood, CO 80111

Mailing Address

Phone number

(303) 333-8498

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EIP ADV PART 2A & 2B 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	268
AUM (Assets Under Management)	$ 201,998,851

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathan F. Zeschin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Frederick Zeschin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ESSENTIAL ADVISERS, INC.

FOUNDERS ASSET MANAGEMENT LLC

FOUNDERS ASSET MANAGEMENT, INC.

INVESCO DISTRIBUTORS, INC.

IFMG SECURITIES, INC.

Primary Firm SEC Registration

ESSENTIAL INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2001

Series 63

Date: 8/6/1987

Series 7

Date: 6/18/1988

Series 6

Date: 2/25/1986

Series 26

Date: 7/14/1986

Current Firm

ESSENTIAL INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ESSENTIAL INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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