Jason ChesneyCRD Number: 6532250
Current Firm: Vanguard Advisers, Inc.
Jason Chesney (CRD# 6532250) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 6 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Scottsdale, AZ||Jul 2015 - Current||6|
|The Pristine Group||Phoenix, AZ||Jul 2015 - Current||6|
|Unemployed||Phoenix, AZ||Dec 2014 - Jul 2015||< 1|
|United Retirement Plan Consultants||Scottsdale, AZ||Feb 2014 - Dec 2014||< 1|
|Mercer Advisors||Scottsdale, AZ||May 2013 - Feb 2014||< 1|
|Coble Pension Group||Scottsdale, AZ||Jul 2012 - May 2013||< 1|
|National Benefit Services||West Jordan, UT||Aug 2009 - Jul 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2015|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.