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Partner, Chief Executive Officer · Essential Investment Partners, LLC

Jonathan F. Zeschin

CRD 1440991 · Named on Form ADV at one SEC-registered adviser

At a glance

Essential Investment Partners, LLC, an SEC-registered wealth manager based in Englewood, CO with $223 million in regulatory assets, lists Jonathan F. Zeschin on its Form ADV as Partner, Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael K. HainesPartner, Chief Investment Officer, Essential Investment Partners, LLC
  • Kelly A. SumnerChief Compliance Officer, Essential Investment Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.