Jason Michael Ray

Current Employers

Employment History

• 03/2016 → 03/2018
  Fs2 Capital Partners, Llc
  Philadelphia, PA
• 03/2018 → 06/2019
  Carnegie Wealth Management, Llc
  Exton, PA
• 03/2018 → 06/2019
  Strategic Financial Alliance
  Atlanta, GA
• 06/2018 → 06/2019
  Carnegie Wealth Management, Llc
  Exton, PA
• 03/2016 → 03/2018
  Fs Investment Solutions Llc
  Philadelphia, PA
• 03/2018 → 06/2019
  Strategic Financial Alliance
  Atlanta, GA
• 06/2019 → Present
  Zenith Solutions, Llc
  Philadelphia, PA

Previous Registrations

• 2018-06-14 → 2019-06-17
  Carnegie Wealth Management, Llc
  Berwyn, PA
• 2018-04-30 → 2019-06-14
  The Strategic Financial Alliance, Inc.
  Berwyn, PA

Other Businesses

1. Vetri Community Partnerships; Not investment-related; Philadelphia, PA; This non-profit provides nutrition education through hands-on experiences; position/title: Board member at large, member of finance committee; since February 2022; approx. # of hours per month devoted to this activity: 2; # of hours devoted during securities trading hours: 2; duties include: providing guidance, general advice, and directorship to the organization. 2. Students Run Philly Style; Not investment-related; Philadelphia, PA; This non-profit transforms students' lives through running and mentorship; position/title: board member at large, member of finance committee; since September 2022; approx. # of hours per month devoted to this activity: 2; # of hours devoted during securities trading hours: 2; duties include: providing guidance, general advice, and directorship to the organization. 3. Cobbs Creek Foundation; Not investment-related; West Conshohocken, PA; Through unique programming, outreach, and partnerships, Cobbs Creek Foundation works to amplify the voices of our younger generations while inspiring them to bring about change in the world.; position/title: Treasurer of the Board; Since August 2022; approx. # of hours per month devoted to this activity: 3; # of hours devoted during securities trading hours: 2; duties: Determine the operating budget for the organization's fiscal year. As chair of the finance committee, the treasurer cooperates with the executive director, board members, and other program heads to create the overall budget, as well as budgets for specific programs or tasks. 4. Leon H. Sullivan Charitable Trust; Not investment-related; Philadelphia, PA; The Trust serves to provide resources and opportunities that inspire a sense of self-help and that lead to social and economic equality.; position/title: Board member at large; since April 2021; approx. # of hours per month devoted to this activity: 1; # of hours devoted during securities trading hours: 0; duties include: providing guidance, general advice, and directorship to the organization.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-27
• S63 Uniform Securities Agent State Law Examination
  2013-07-01

Other Names

• Jason Ray
• Jason M Ray