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Jason Robert Staley

Schneider Downs Wealth Management Advisors, LP

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About Jason Robert Staley

Jason Staley is a financial advisor at Schneider Downs Wealth Management Advisors, LP. Jason has been in the industry for over 15 years and has experience in various roles at different firms, including Credit Suisse Securities (USA) LLC, Morgan Stanley Smith Barney LLC, and Lehman Brothers Inc. Jason is registered with the state of Pennsylvania and California. Jason is also a Chartered Financial Analyst (CFA). He is currently a board member of the Mercyhurst University Alumni Board.

Firm Information

Jason Staley is currently registered with Schneider Downs Wealth Management Advisors, LP. Schneider Downs Wealth Management Advisors, LP is a registered investment adviser headquartered in Pittsburgh, PA. They manage over $2.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700

PITTSBURGH, PA 15222

$2.61B

Assets Under Management

1

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Staley’s Registration & Firm History

PA

08/30/2016 - Present

Schneider Downs Wealth Management Advisors, LP (PITTSBURGH PA)

IL

03/18/2016 - 08/22/2016

MORGAN STANLEY (CHICAGO IL)

IL

09/12/2008 - 04/11/2016

CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)

IL

11/19/2007 - 09/18/2008

LEHMAN BROTHERS INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Robert Staley.
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