Jennifer Lynn Chesini

Employer firm

San Luis Wealth Advisors CRD 309506

$760M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 01/2018 → 10/2020
  Wells Fargo Clearing Services, Llc
  San Luis Obispo, CA
• 02/2016 → 01/2018
  N/A
  Yuba City, CA
• 10/2020 → Present
  Cerro Pacific Wealth Advisors, Llc
  San Luis Obispo, CA
• 09/2025 → Present
  San Luis Wealth Advisors
  San Luis, CA

Previous Registrations

• 2020-10-16 → 2025-10-03
  Cerro Pacific Wealth Advisors, Llc
  San Luis Obispo, CA
• 2018-01-09 → 2020-10-26
  Wells Fargo Clearing Services, Llc
  San Luis Obispo, CA
• 2015-10-30 → 2016-02-17
  Edward Jones
  Colusa, CA
• 2012-10-11 → 2015-10-26
  Commonwealth Financial Network
  Yuba City, CA
  Yuba City, CA
• 2008-10-13 → 2012-06-01
  Private Capital Management Associates Llc
  El Granada, CA
• 2006-09-11 → 2007-06-07
  Banc Of America Investment Services, Inc.
  San Francisco, CA
• 2005-05-20 → 2006-09-21
  Rbc Capital Markets, Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-10-05
• S66 Uniform Combined State Law Examination
  2005-05-19

Designations

• Certified Financial Planner

Other Names

• Jennifer Lynn Chesini
• Jenni Chesini
• Jenni Taylor
• Jennifer Taylor
• Jennifer Lynn Taylor
• Jennifer Chesini