Jesse Wideman has been an investment adviser representative at Zenith Solutions since June 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Jesse Wideman Jr. is a Financial Planner of Zenith Wealth Partners. He joined Zenith Wealth Partners in 2025 as a Financial Planner. Before joining Zenith, he served as a Senior Lead Planner at Facet and as a Financial Advisor at Vanguard, where he delivered goal-based investment advice.
Jesse Wideman’s longest registration was 3 years at Facet (2021–2024). Before joining Zenith Solutions in 2025, Jesse Wideman was registered through Facet and Vanguard Advisers, Inc.
- Zenith Wealth PartnersCurrent– present · 1 yearCharlotte, NC · Adviser representative · Firm CRD 304732
- Facet– · 3 yearsBaltimore, MD · Adviser representative · Firm CRD 285961
- Vanguard Advisers, Inc.– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 106715
Professional designations
Listed by Zenith Solutions
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jesse Wideman is registered as an investment adviser representative in 2 states. The first approvals date from June 2025; the most recent is Pennsylvania, in January 2026.
- North CarolinaSince 17 June 2025
- PennsylvaniaSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 September 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 8 June 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jesse James Wideman
- CRD
- 6779761
- Firm
- Zenith Solutions · CRD 304732
- Office
- Charlotte, NC
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zenithwealth.partners
Where does Jesse Wideman work?
Jesse Wideman is an investment adviser representative registered through Zenith Solutions, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jesse Wideman a financial advisor?
Yes. Jesse Wideman has a current investment-adviser registration in North Carolina and Pennsylvania, through Zenith Solutions since June 2025.
How many years of experience does Jesse Wideman have?
Jesse Wideman has 8 years in the financial industry, since March 2018, across 3 adviser firms.
What exams has Jesse Wideman passed?
Jesse Wideman has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in May 2017. FINRA credited Jesse Wideman with the SIE, which began in October 2018.
Where did Jesse Wideman work before Zenith Solutions?
Before Zenith Solutions, Jesse Wideman was registered through Facet, July 2021 to September 2024; Vanguard Advisers, Inc., November 2019 to August 2021.
Where is Jesse Wideman based?
Jesse Wideman’s registered office is in Charlotte, NC.
Is Jesse Wideman registered with FINRA?
No. Jesse Wideman has no current broker registration.
Is Jesse Wideman a CFP?
Zenith Solutions lists Jesse Wideman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jesse Wideman’s record?
Search CRD 6779761 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Wideman’s full registration record.
