Jesse James Wideman Jr.
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jesse Wideman, Jesse James Wideman Jr, Jesse James Wideman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
ZENITH SOLUTIONS | ZENITH WEALTH PARTNERS | ZENITH SOLUTIONS, LLC | ZENITH SOLUTIONS, INC.
Contact Information
Main Address
2400 Market St. Suite 216, Philadelphia, PA 19103Mailing Address
2400 Market St. Suite 216, Philadelphia, PA 19103Phone Number
(484) 278-1559# of Employees
11SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
789AUM (Assets Under Management)
$150,966,524Similar Advisors
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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.
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Primary Firm SEC Registration
ZENITH SOLUTIONS | ZENITH WEALTH PARTNERS | ZENITH SOLUTIONS, LLC | ZENITH SOLUTIONS, INC.
State Registrations and Notice Filings
(6/17/2025)
(1/14/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jesse James Wideman Jr.'s CRS (Customer Relationship Summary).
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