linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jay P Cheney

Schwab Wealth Advisory, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jay? Claim Your Profile

About Jay P Cheney

Jay Cheney is a financial professional with over 15 years of experience in the financial services industry. Jay is currently a registered representative of Schwab Wealth Advisory, Inc. and is associated with the firm's Castle Pines, CO office. Jay has passed the Series 63, 66, and 7 exams, as well as the SIE exam. Jay has previously held positions with Fidelity Brokerage Services LLC and Strategic Advisers, Inc. Jay is registered to provide investment advice in 41 states and the District of Columbia, and has a strong track record of success in helping clients reach their financial goals.

Firm Information

Jay Cheney is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

other

Swa program paid by wrap sponsor pursuant to cost plan formula.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jay Cheney’s Registration & Firm History

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)

Not sure if Jay P Cheney is right for you?

Licenses & Designations

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 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Jay P Cheney. Review regulatory record here.
Not sure if Jay P Cheney is right for you?