Inactive

Jennifer Lynn Chesini

San Luis Wealth Advisors

San Luis Obispo, CA

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Current Employers

San Luis Wealth Advisors

735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-09-02

CA RA
APPROVED

Since 2025-09-02

Branch Locations

735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • 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
Wells Fargo Clearing Services, Llc	San Luis Obispo	CA	01/2018	10/2020
N/A	Yuba City	CA	02/2016	01/2018
Cerro Pacific Wealth Advisors, Llc	San Luis Obispo	CA	10/2020	Present
San Luis Wealth Advisors	San Luis	CA	09/2025	Present

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

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-10-05
S66	Uniform Combined State Law Examination	2005-05-19

S63 Uniform Securities Agent State Law Examination

2012-10-05
S66 Uniform Combined State Law Examination

2005-05-19

Designations

Other Names

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

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CORVUS WEALTH ADVISORS LLC

PEAK WEALTH ADVISORS, INC.

CREW WEALTH MANAGEMENT

Other Investors

JAY MICHAEL DOUGLAS

RALPH MICHAELS SLOCUM

TRINA JACQLEEN CISNEROS

MATT TAPANI KOKKONEN

James Ralph Haack

Joel Martin Dunbar

TODD ALAN THOMAS

CAROLYN JANE HERZOG

Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA

LPL FINANCIAL LLC · SAN LUIS OBISPO, CA

MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA

EDWARD JONES · SAN LUIS OBISPO, CA

STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA

CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA

PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA

CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

More in San Luis Obispo, CA

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