JW
Jesse J. Wideman
ZENITH WEALTH PARTNERS
Charlotte, NC
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CRD#: 6779761
JW
Professional summary
Jesse James Wideman Jr., CFP®, who also goes by Jesse Wideman, Jesse James Wideman Jr, Jesse James Wideman, is a registered financial advisor currently at ZENITH WEALTH PARTNERS located in Charlotte, North Carolina.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jesse has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jesse Wideman | Jesse James Wideman Jr | Jesse James Wideman
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse James Wideman Jr.'s 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®
Start date: 2020
Experience
Current
June 17, 2025 - Present
ZENITH WEALTH PARTNERS
RIA
CRD#: 304732
Charlotte, NC
Past
July 28, 2021 - September 12, 2024
FACET
RIA
CRD#: 285961
BALTIMORE, MD
Past
November 7, 2019 - August 5, 2021
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Charlotte, NC
Past
June 8, 2017 - August 5, 2021
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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".
ZW
ZENITH WEALTH PARTNERS
ZENITH SOLUTIONS | ZENITH WEALTH PARTNERS | ZENITH SOLUTIONS, LLC | ZENITH SOLUTIONS, INC.
CRD#: 304732 / SEC#: 801-129630
RIA
Registered Investment Advisory firm - (3/1/2024 Approved)California
Registered Investment Advisory firm - (4/3/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (3/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (3/4/2024 Terminated)Maryland
Registered Investment Advisory firm - (3/25/2024 Terminated)Michigan
Registered Investment Advisory firm - (3/4/2024 Terminated)New Jersey
Registered Investment Advisory firm - (3/12/2024 Terminated)New York
Registered Investment Advisory firm - (3/4/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/4/2024 Terminated)Texas
Registered Investment Advisory firm - (3/4/2024 Terminated)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
North Carolina(6/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ZW
ZENITH WEALTH PARTNERS
ZENITH SOLUTIONS | ZENITH WEALTH PARTNERS | ZENITH SOLUTIONS, LLC | ZENITH SOLUTIONS, INC.
CRD#: 304732 / SEC#: 801-129630
RIA
Registered Investment Advisory firm - (3/1/2024 Approved)California
Registered Investment Advisory firm - (4/3/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (3/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (3/4/2024 Terminated)Maryland
Registered Investment Advisory firm - (3/25/2024 Terminated)Michigan
Registered Investment Advisory firm - (3/4/2024 Terminated)New Jersey
Registered Investment Advisory firm - (3/12/2024 Terminated)New York
Registered Investment Advisory firm - (3/4/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/4/2024 Terminated)Texas
Registered Investment Advisory firm - (3/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3675 Market St. Suite 200, Philadelphia, PA 19104
Mailing Address
2400 Market St. Suite 216, Philadelphia, PA 19103
Phone number
(484) 278-1559
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 102,123,947 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
