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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Cheney is a financial advisor with Schwab Wealth Advisory, Inc. in Castle Pines, CO. Jay Cheney has been in the financial services industry since October 20, 2008. Jay Cheney is registered with the state of Colorado as an Investment Advisor Representative. Jay Cheney is also registered with the state of Texas as an Investment Advisor Representative. Jay Cheney is a licensed securities representative with FINRA and is registered to sell securities in 41 states and the District of Columbia. Prior to joining Schwab Wealth Advisory, Inc., Jay Cheney was employed by Fidelity Brokerage Services LLC in Glendale, Arizona. Jay Cheney holds the Series 63, Series 66, Series 7 and SIE licenses.
Castle Pines, CO
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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CO
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Castle Pines CO)
AZ
09/24/2008 - 05/25/2016
FIDELITY BROKERAGE SERVICES LLC (GLENDALE AZ)
BOTH
Issued 12/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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