Jason R. Staley

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Pittsburgh, PA 15222

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CRD#: 5408661

Professional summary

Jason Robert Staley is a registered financial advisor currently at SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP located in Pittsburgh, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

MERCYHURST UNIVERSITY ALUMNI BOARD, BOARD MEMBER; ERIE, PA; DURING BUSINESS HOURS- 0, MINIMAL HOURS AFTER BUSINESS; NOT INVESTMENT RELATED; START DATE: 04/2016

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Staley'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

August 30, 2016 - Present

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Office #1: One Ppg Place, Suite 1700, Pittsburgh, PA 15222

RIA

CRD#: 128591

Pittsburgh, PA

Past

March 18, 2016 - August 22, 2016

MORGAN STANLEY

RIA

CRD#: 149777

CHICAGO, IL

Past

March 18, 2016 - August 22, 2016

MORGAN STANLEY

CRD#: 149777

CHICAGO, IL

Past

September 12, 2008 - April 11, 2016

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

CHICAGO, IL

Past

September 12, 2008 - April 11, 2016

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

CHICAGO, IL

Past

January 31, 2008 - September 18, 2008

LEHMAN BROTHERS INC.

RIA

CRD#: 7506

CHICAGO, IL

Past

November 19, 2007 - September 18, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

CHICAGO, IL

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".

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441

RIA

Registered Investment Advisory firm - (10/24/2003 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
(4/12/2020)

IAR

Pennsylvania
(8/30/2016)

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

IAR

Series 66

Date: 1/14/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2007

General Securities Representative Examination

Current Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441

RIA

Registered Investment Advisory firm - (10/24/2003 Approved)

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Contact information

Main Address

One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 697-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SDWM AD PART 2A 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,015
AUM (Assets Under Management)	$ 2,912,305,317

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/27/2024	Cover Page	Report
06/27/2023	Cover Page	Report
08/24/2022	Cover Page	Report

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

Jason R. Staley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Staley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

LEHMAN BROTHERS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2008

SIE

Date: 8/22/2016

Series 7

Date: 11/16/2007

Current Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

TRUST BUT VERIFY

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