Jay P Cheney

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:

Current Employers

Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-01-11
CO	RA	APPROVED	2018-08-20

TX RA
APPROVED_RES

Since 2021-01-11
CO RA
APPROVED

Since 2018-08-20

Branch Locations

Castle Pines, CO • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Castle Pines	CO	06/2016	Present
Charles Schwab Bank	Lone Tree	CO	06/2016	08/2018
Schwab Wealth Advisory, Inc.	Castle Pines	CO	08/2018	Present

06/2016 → Present

Charles Schwab & Co., Inc.

Castle Pines, CO
06/2016 → 08/2018

Charles Schwab Bank

Lone Tree, CO
08/2018 → Present

Schwab Wealth Advisory, Inc.

Castle Pines, CO

Previous Registrations

2010-01-11 → 2016-05-27

Strategic Advisers Llc

Glendale, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-10
S63	Uniform Securities Agent State Law Examination	2008-10-14

S66 Uniform Combined State Law Examination

2009-12-10
S63 Uniform Securities Agent State Law Examination

2008-10-14

View on SEC IAPD