Best Investors Account Sign in
Inactive

Raeonna Aleumay Jefferson

Zenith Wealth Partners

Philadelphia, PA

Alexandria, VA

Claim This Profile
Current Employers
Zenith Wealth Partners

2400 Market St. Suite 216, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-14
VA RA APPROVED 2025-01-03
PA RA APPROVED 2024-02-28
  • TX RA
    APPROVED
    Since 2026-01-14
  • VA RA
    APPROVED
    Since 2025-01-03
  • PA RA
    APPROVED
    Since 2024-02-28

Branch Locations

2400 Market St. Suite 216, Philadelphia, PA 19103 • United States

Alexandria, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zenith Solutions, Inc. Philadelphia PA 09/2022 Present
Broadridge Bronx NY 01/2022 06/2022
Datto Inc. Bronx NY 08/2021 11/2021
Juice Generation New York NY 07/2021 11/2021
Smashburger Bronx NY 07/2019 06/2021
Full-Time Student Bronx NY 09/2017 07/2019
The Rock Club New Rochelle NY 06/2017 08/2017
Full-Time Student Bronx NY 01/2013 05/2017
  • 09/2022 → Present
    Zenith Solutions, Inc.
    Philadelphia, PA
  • 01/2022 → 06/2022
    Broadridge
    Bronx, NY
  • 08/2021 → 11/2021
    Datto Inc.
    Bronx, NY
  • 07/2021 → 11/2021
    Juice Generation
    New York, NY
  • 07/2019 → 06/2021
    Smashburger
    Bronx, NY
  • 09/2017 → 07/2019
    Full-Time Student
    Bronx, NY
  • 06/2017 → 08/2017
    The Rock Club
    New Rochelle, NY
  • 01/2013 → 05/2017
    Full-Time Student
    Bronx, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-21
  • S65 Uniform Investment Adviser Law Examination
    2024-02-21

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor