Jennifer
Chesini
Cerro Pacific Wealth Advisors, LLC
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About this Advisor
Jennifer Chesini is a certified financial planner operating out of San Luis Obispo, California with 3 years of industry experience. Chesini is an employee of Cerro Pacific Wealth Advisors, LLC. Over the course of their career, Chesini has held roles at Boyer Investment Management, Commonwealth Financial Network, Edward Jones, Wells Fargo Clearing Services, LLC, N/A and Cerro Pacific Wealth Advisors, LLC. Chesini maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in California and Texas. Cerro Pacific Wealth Advisors, LLC is a firm based out of San Luis Obispo, CA. It manages $351 million in total assets among its 763 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 763 client accounts, 33% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Cerro Pacific Wealth Advisors, LLC can include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cerro Pacific Wealth Advisors, LLC Brokerage Details
$351,253,887
5
763
$460,359
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jennifer Chesini Work History
Jennifer has been registered as a financial advisor for 3 years.*
Cerro Pacific Wealth Advisors, LLC
Wells Fargo Clearing Services, LLC
N/A
Edward Jones
Boyer Investment Management
Commonwealth Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Chesini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cerro Pacific Wealth Advisors, LLC
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
