Jason Ray has been President & Chief Investment Officer of Zenith Solutions since May 2019, is a control person of the firm and directly owns between 25% and 50% of it. Jason Ray holds a Bachelor of Science in Politics from Princeton University.
Zenith Solutions, Inc. is a Philadelphia, PA firm with $151M under management, 325 clients and 9 advisers in one office, as of its September 2026 filing.
Jason Ray is Founder & Investment Director of Zenith Wealth Partners, based in Philadelphia. Ray founded Zenith Solutions to deliver financial education and advice to individuals and institutions. Before founding Zenith, he helped renovate Carnegie Wealth Management, a longstanding wealth advisory firm, by building new technology, private placement structures and research capabilities. Earlier, he evaluated and created solutions for financial advisors at Lincoln Financial and FS Investments.
Jason Ray’s longest registration is the current one, 7 years at Zenith Solutions since 2019. Before joining Zenith Solutions in 2019, Jason Ray was registered through Carnegie Wealth Management, LLC and The Strategic Financial Alliance.
- Zenith Wealth PartnersCurrent– present · 7 yearsPhiladelphia, PA · Adviser representative · Firm CRD 304732
- Carnegie Wealth Management, LLC– · 1 yearBerwyn, PA · Adviser representative · Firm CRD 290430
- The Strategic Financial Alliance– · 1 yearBerwyn, PA · Adviser representative · Firm CRD 126514
Investment adviser representative registrations
Jason Ray is registered as an investment adviser representative in Pennsylvania, since July 2019.
- PennsylvaniaSince 30 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 April 2018 |
| Series 7 | General Securities Representative Examination | 13 July 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 June 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Michael Ray
- CRD
- 6204562
- Firm
- Zenith Solutions · CRD 304732
- Role
- President & Chief Investment Officer
- Office
- 2400 MARKET ST., SUITE 216, Philadelphia, PA 19103
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zenithwealth.partners
Where does Jason Ray work?
Jason Ray has been President & Chief Investment Officer of Zenith Solutions, Inc. since May 2019, and is a control person of the firm.
Is Jason Ray a financial advisor?
Yes. Jason Ray has a current investment-adviser registration in Pennsylvania, through Zenith Solutions since July 2019.
How many years of experience does Jason Ray have?
Jason Ray has 11 years in the financial industry, since June 2015, across 3 adviser firms.
What exams has Jason Ray passed?
Jason Ray has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 2013. FINRA credited Jason Ray with the SIE, which began in October 2018.
Where did Jason Ray work before Zenith Solutions?
Before Zenith Solutions, Jason Ray was registered through Carnegie Wealth Management, LLC, June 2018 to June 2019; The Strategic Financial Alliance, April 2018 to June 2019.
Where is Jason Ray based?
Jason Ray’s registered office is in Philadelphia, PA.
Is Jason Ray registered with FINRA?
No. Jason Ray has no current broker registration.
How can I verify Jason Ray’s record?
Search CRD 6204562 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Ray’s full registration record.
