Jason Robert Staley

Current Employers

Schneider Downs Wealth Management Advisors, Lp

One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-08-30

PA RA
APPROVED

Since 2016-08-30

Branch Locations

One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • 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

Organization	City	State	From	To
Schneider Downs Wealth Management Advisors, Lp	Pittsburgh	PA	08/2016	06/2021
Schneider Downs Wealth Management Advisors, Lp	Pittsburgh	PA	06/2021	Present

08/2016 → 06/2021

Schneider Downs Wealth Management Advisors, Lp

Pittsburgh, PA
06/2021 → Present

Schneider Downs Wealth Management Advisors, Lp

Pittsburgh, PA

Previous Registrations

2016-03-18 → 2016-08-22

Morgan Stanley

Chicago, IL
2008-09-12 → 2016-04-11

Credit Suisse Securities (Usa) Llc

Chicago, IL
2008-01-31 → 2008-09-18

Lehman Brothers Inc.

Chicago, IL

Other Businesses

MERCYHURST UNIVERSITY ALUMNI BOARD, BOARD MEMBER; ERIE, PA; DURING BUSINESS HOURS- 0, MINIMAL HOURS AFTER BUSINESS; NOT INVESTMENT RELATED; START DATE: 04/2016

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-14

S66 Uniform Combined State Law Examination

2008-01-14

Designations

View on SEC IAPD