Jerel
Butler
Zenith Wealth Partners
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About this Advisor
Jerel Butler is a financial advisor based in Philadelphia, Pennsylvania, working with Zenith Wealth Partners. Jerel has previously held positions at Millennial Financial Solutions, LLC, Capital One Corporation, Millennial Tax Prep, and Zenith Wealth Partners. Jerel has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Pennsylvania. Currently, Jerel is part of Zenith Wealth Partners, which operates out of Philadelphia, Pennsylvania. The firm has 6 offices and 8 employees. The firm manages assets totaling $81.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Zenith Wealth Partners includes asset-based, hourly, and fixed fees.
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Office Location
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Zenith Wealth Partners Brokerage Details
$81,565,628
8
218
$374,154
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Jerel Butler Work History
Zenith Wealth Partners
Millennial Tax Prep
Millennial Financial Solutions, LLC
Capital One Corporation
Disclosures
Please visit the SEC profile of Jerel Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zenith Wealth Partners
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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