Jay A. Bendesky

SCHWAB WEALTH ADVISORY

Palm Beach Gardens, FL

CRD#: 1981488

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Professional summary

Jay Allan Bendesky, who also goes by Jay Alan Bendesky, Jay Bendesky, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Palm Beach Gardens, Florida and CHARLES SCHWAB & CO., INC. located in Boston, Massachusetts.

Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jay has worked at 16 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 3, Series 7, Series 9, Series 10, Series 53, Series 4, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Alan Bendesky | Jay Bendesky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Allan Bendesky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 15, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Palm Beach Gardens, FL

Current

August 17, 2022 - Present

CHARLES SCHWAB & CO., INC.

Office #1: One International Place, Boston, MA 02110-2600

RIA

CRD#: 5393

Boston, MA

Past

August 17, 2022 - May 7, 2026

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Tequesta, FL

Past

October 28, 2014 - June 7, 2022

PROSHARE ADVISORS LLC

RIA

CRD#: 134155

BETHESDA, MD

Past

October 23, 2014 - June 7, 2022

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

April 9, 2014 - October 14, 2014

BCU WEALTH ADVISORS, LLC

RIA

CRD#: 164173

VERNON HILLS, IL

Past

December 19, 2013 - October 13, 2014

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

VERNON HILLS, IL

Past

December 19, 2013 - October 13, 2014

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

VERNON HILLS, IL

Past

March 20, 2012 - December 13, 2013

B. C. ZIEGLER AND COMPANY

CRD#: 61

SHEBOYGAN, WI

Past

March 19, 2012 - December 13, 2013

B. C. ZIEGLER AND COMPANY

RIA

CRD#: 61

SHEBOYGAN, WI

Past

September 23, 2011 - December 8, 2011

MF GLOBAL INC.

CRD#: 6731

CHICAGO, IL

Past

June 1, 2009 - May 12, 2011

MORGAN STANLEY

RIA

CRD#: 149777

COLUMBUS, OH

Past

June 1, 2009 - May 12, 2011

MORGAN STANLEY

CRD#: 149777

COLUMBUS, OH

Past

February 9, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SOUTH JORDAN, UT

Past

August 12, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

SOUTH JORDAN, UT

Past

March 16, 2005 - August 13, 2008

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

RICHMOND, VA

Past

February 6, 2004 - September 15, 2004

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

Past

January 15, 2002 - January 1, 2004

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

January 15, 2002 - March 16, 2005

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

January 11, 2001 - December 31, 2002

GE INVESTMENT DISTRIBUTORS, INC

CRD#: 32087

STAMFORD, CT

Past

May 9, 2000 - October 16, 2000

WIT CAPITAL CORPORATION

CRD#: 41499

OLD GREENWICH, CT

Past

November 15, 1991 - May 22, 2000

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/3/2023)

Connecticut
(8/17/2022)

Delaware
(8/17/2022)

District of Columbia
(8/17/2022)

Florida
(8/17/2022)

IAR

Florida
(1/5/2026)

Georgia
(8/17/2022)

Indiana
(1/3/2024)

Kentucky
(8/17/2022)

Maine
(8/17/2022)

Maryland
(8/17/2022)

Massachusetts
(8/17/2022)

Michigan
(1/3/2024)

New Hampshire
(8/17/2022)

New Jersey
(8/17/2022)

New York
(8/17/2022)

North Carolina
(8/17/2022)

Ohio
(1/4/2024)

Pennsylvania
(8/17/2022)

Puerto Rico
(2/12/2025)

Rhode Island
(8/17/2022)

South Carolina
(8/17/2022)

Tennessee
(8/17/2022)

Texas
(8/17/2022)

IAR

Texas
(12/15/2025)

Vermont
(8/17/2022)

Virginia
(8/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/17/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/17/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/28/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 53

Date: 12/9/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 9/26/2001

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/11/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 8/12/1992

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

9800 Schwab Way, Lone Tree, CO 80124

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jay A. Bendesky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Allan Bendesky's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

PROSHARE ADVISORS LLC

PROFUNDS DISTRIBUTORS, INC.

BCU WEALTH ADVISORS, LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

B. C. ZIEGLER AND COMPANY

B. C. ZIEGLER AND COMPANY

MF GLOBAL INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

CAPITAL BROKERAGE CORPORATION

HOCHMAN & BAKER SECURITIES, INC.

CAPITAL BROKERAGE CORPORATION

CETERA FINANCIAL SPECIALISTS LLC

GE INVESTMENT DISTRIBUTORS, INC

WIT CAPITAL CORPORATION

TD AMERITRADE, INC.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2010

Series 63

Date: 8/30/1991

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 10/17/2011

Series 7

Date: 2/28/1991

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 53

Date: 12/9/2003

Series 4

Date: 9/26/2001

Series 24

Date: 10/11/2000

Series 8

Date: 8/12/1992

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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