Jennifer L. Chesini

SAN LUIS WEALTH ADVISORS

San Luis Obispo, CA 93401

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CRD#: 4916807

Professional summary

Jennifer Lynn Chesini, CFP®, who also goes by Jenni Chesini, Jennifer Chesini, Jenni Taylor, Jennifer Lynn Taylor, Jennifer Taylor, is a registered financial advisor currently at SAN LUIS WEALTH ADVISORS located in San Luis Obispo, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jennifer has worked at 8 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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

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 Jennifer Lynn Chesini'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

September 2, 2025 - Present

SAN LUIS WEALTH ADVISORS

Office #1: 735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401

RIA

CRD#: 309506

San Luis Obispo, CA

Past

October 16, 2020 - October 3, 2025

CERRO PACIFIC WEALTH ADVISORS, LLC

RIA

CRD#: 310825

SAN LUIS OBISPO, CA

Past

January 9, 2018 - October 26, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN LUIS OBISPO, CA

Past

January 9, 2018 - October 26, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAN LUIS OBISPO, CA

Past

October 30, 2015 - February 17, 2016

EDWARD JONES

RIA

CRD#: 250

COLUSA, CA

Past

October 30, 2015 - February 17, 2016

EDWARD JONES

CRD#: 250

COLUSA, CA

Past

October 11, 2012 - October 26, 2015

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

YUBA CITY, CA

Past

September 21, 2012 - October 26, 2015

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

YUBA CITY, CA

Past

October 13, 2008 - June 1, 2012

PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLC

RIA

CRD#: 125643

EL GRANADA, CA

Past

September 11, 2006 - June 7, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

SAN FRANCISCO, CA

Past

September 11, 2006 - June 7, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

SAN FRANCISCO, CA

Past

May 20, 2005 - September 21, 2006

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

SAN FRANCISCO, CA

Past

May 5, 2005 - September 21, 2006

RBC CAPITAL MARKETS, LLC

CRD#: 31194

SAN FRANCISCO, CA

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".

SAN LUIS WEALTH ADVISORS

SAN LUIS WEALTH ADVISORS | SLWA, LLC

CRD#: 309506 / SEC#: 801-119019

RIA

Registered Investment Advisory firm - (7/13/2020 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.

Highlighted states indicate IAR registrations

IAR

California
(9/2/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 10/5/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/19/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2012

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 5/27/2005

Futures Managed Funds Examination

Current Firm

SAN LUIS WEALTH ADVISORS

SAN LUIS WEALTH ADVISORS | SLWA, LLC

CRD#: 309506 / SEC#: 801-119019

RIA

Registered Investment Advisory firm - (7/13/2020 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(805) 810-0002

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,364
AUM (Assets Under Management)	$ 705,518,005

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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Jennifer L. Chesini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Chesini's CRS (Customer Relationship Summary).

Certified licenses

Experience

CERRO PACIFIC WEALTH ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

EDWARD JONES

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

SAN LUIS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/2012

Series 66

Date: 5/19/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2012

Series 31

Date: 5/27/2005

Current Firm

SAN LUIS WEALTH ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAN LUIS WEALTH ADVISORS

TRUST BUT VERIFY

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