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Edward James Kearney

Chequers Financial Management LLC

Meridian, ID

San Francisco, CA

CRD 1851847

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Employer firm

Chequers Financial Management LLC CRD 175209

$1.31B regulatory AUM 65 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • HIGHLY-TAILORED FAMILY OFFICE, ESTATE, TAX, WEALTH TRANSFER, AND STRATEGIC FINANCIAL CONSULTING TO ULTRA HIGH NET WORTH CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Chequers Financial Management Llc

434 Jackson Street Suite A, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-20
  • CA RA
    APPROVED
    Since 2025-10-20

Branch Locations

3597 East Monarch Sky Lane Suite F-240, Meridian, ID 83646 • United States

434 Jackson Street Suite A, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chequers Financial Management Llc Meridian ID 09/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-15
S63 Uniform Securities Agent State Law Examination 1989-01-19
  • S66 Uniform Combined State Law Examination
    2002-04-15
  • S63 Uniform Securities Agent State Law Examination
    1989-01-19
Designations
  • Chartered Financial Consultant
Other Names
  • Edward James Kearney
  • Ed Kearney
  • Edward J Kearnery

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
MUSTARD SEED FINANCIAL
OSAIC WEALTH, INC.

Nearby Investors

ROBERT WAYNE SCHELLING
Endika Iturburu
JOSEPH DENNIS SCHNEIDER

Nearby Offices

LPL FINANCIAL LLC · MERIDIAN, ID
MUSTARD SEED FINANCIAL · MERIDIAN, ID
OSAIC WEALTH, INC. · MERIDIAN, ID

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