Jonathan Zeschin has been Partner, Chief Executive Officer of Essential Investment Partners since February 2009, is a control person of the firm and directly owns under 5% of it. Jonathan Zeschin holds a Master of Management in Finance and Marketing from Northwestern University and a BBA in Accounting from the University of Michigan.
Essential Investment Partners, LLC is an Englewood, CO firm with $223M under management, 79 clients and 2 advisers in one office, as of its March 2026 filing.
Jon Zeschin is a partner and CEO of Essential Investment Partners. He is a principal relationship contact and a portfolio manager for many of the firm's clients. He has 40 years' experience in the investment management business and previously held senior executive positions with Founders Asset Management, INVESCO and Stein Roe & Farnham.
Jonathan Zeschin’s longest registration is the current one, 17 years at Essential Investment Partners since 2009. Before joining Essential Investment Partners in 2009, Jonathan Zeschin was registered through Essential Advisers, Inc.
- – present · 17 yearsEnglewood, CO · Adviser representative · Firm CRD 149509
- Essential Advisers, Inc.– · 7 yearsDenver, CO · Adviser representative · Firm CRD 115998
Professional designations
Listed by Essential Investment Partners
- CPA
- PFS
- CFP®
Investment adviser representative registrations
Jonathan Zeschin is registered as an investment adviser representative in 2 states. The first approvals date from May 2009; the most recent is Texas, in April 2013.
- ColoradoSince 21 May 2009
- TexasSince 19 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 September 2001 |
| Series 7 | General Securities Representative Examination | 18 June 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 August 1987 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 14 July 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 February 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Frederick Zeschin
- CRD
- 1440991
- Firm
- Essential Investment Partners · CRD 149509
- Role
- Partner, Chief Executive Officer
- Office
- 7887 E BELLEVIEW AVE, SUITE 1275, Englewood, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- essentialinvestment.com
Where does Jonathan Zeschin work?
Jonathan Zeschin has been Partner, Chief Executive Officer of Essential Investment Partners, LLC since February 2009, and is a control person of the firm.
Is Jonathan Zeschin a financial advisor?
Yes. Jonathan Zeschin has a current investment-adviser registration in Colorado and Texas, through Essential Investment Partners since May 2009.
How many years of experience does Jonathan Zeschin have?
Jonathan Zeschin has 24 years in the financial industry, since November 2001, across 2 adviser firms.
What exams has Jonathan Zeschin passed?
Jonathan Zeschin has passed 5 licensing exams: the Series 6, Series 26, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in February 1986.
Where did Jonathan Zeschin work before Essential Investment Partners?
Before Essential Investment Partners, Jonathan Zeschin was registered through Essential Advisers, Inc., November 2001 to May 2009.
Where is Jonathan Zeschin based?
Jonathan Zeschin’s registered office is in Englewood, CO.
Is Jonathan Zeschin registered with FINRA?
No. Jonathan Zeschin has no current broker registration.
Is Jonathan Zeschin a CFP?
Essential Investment Partners lists Jonathan Zeschin with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jon Zeschin, CPA/PFS, CFP® biography, essentialinvestment.com
How can I verify Jonathan Zeschin’s record?
Search CRD 1440991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Zeschin’s full registration record.