Raeonna Jefferson has been an investment adviser representative at Zenith Solutions since February 2024, and is not listed among the firm’s executive officers or direct owners. Raeonna Jefferson holds a Bachelor of Science in Accounting from Lehman College.
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.
Raeonna Jefferson is an Associate Planner of Zenith Wealth Partners. She joined Zenith in 2022 as a Client Success Associate. Her role consists of managing client accounts and being a source of support for the financial planning and investment teams.
- Zenith Wealth PartnersCurrent– present · 2 yearsAlexandria, VA · Adviser representative · Firm CRD 304732
Investment adviser representative registrations
Raeonna Jefferson is registered as an investment adviser representative in 3 states. The first approvals date from February 2024; the most recent is Texas, in January 2026.
- PennsylvaniaSince 28 February 2024
- TexasSince 14 January 2026
- VirginiaSince 3 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Raeonna Aleumay Jefferson
- CRD
- 7682625
- Firm
- Zenith Solutions · CRD 304732
- Office
- Alexandria, VA
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zenithwealth.partners
Where does Raeonna Jefferson work?
Raeonna Jefferson is an investment adviser representative registered through Zenith Solutions, Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Raeonna Jefferson a financial advisor?
Yes. Raeonna Jefferson has a current investment-adviser registration in Pennsylvania, Texas and Virginia, through Zenith Solutions since February 2024.
How many years of experience does Raeonna Jefferson have?
Raeonna Jefferson has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Raeonna Jefferson passed?
Raeonna Jefferson passed the Series 65 in February 2024.
Where is Raeonna Jefferson based?
Raeonna Jefferson’s registered office is in Alexandria, VA.
Is Raeonna Jefferson registered with FINRA?
No. Raeonna Jefferson has no current broker registration.
How can I verify Raeonna Jefferson’s record?
Search CRD 7682625 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Raeonna Jefferson’s full registration record.
