Jay Allan Bendesky

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 06/2022
  Profunds Distributors Inc
  Bethesda, MD
• 10/2014 → 06/2022
  Proshare Advisor Llc
  Bethesda, MD
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Charles Schwab & Co., Inc., MD
• 12/2025 → Present
  Schwab Weath Advisory Inc
  Tequesta, FL

Previous Registrations

• 2014-10-28 → 2022-06-07
  Proshare Advisors Llc
  Bethesda, MD
• 2014-04-09 → 2014-10-14
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
• 2013-12-19 → 2014-10-13
  Cuso Financial Services, L.P.
  Vernon Hills, IL
• 2012-03-19 → 2013-12-13
  B. C. Ziegler And Company
  Chicago, IL
  Minneapolis, MN
  Sheboygan, WI
  Scottsdale, AZ
  Denver, CO
  Waukesha, WI
  Richmond, VA
• 2009-06-01 → 2011-05-12
  Morgan Stanley
  South Jordan, UT
  Columbus, OH
• 2009-02-09 → 2009-06-01
  Morgan Stanley & Co. Llc
  South Jordan, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-17
• S63 Uniform Securities Agent State Law Examination
  1991-08-30

Other Names

• Jay Alan Bendesky
• Jay Bendesky