Jason
Staley
Schneider Downs Wealth Management Advisors, Lp
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About this Advisor
Jason Staley is a chartered financial analyst operating in Pittsburgh, Pennsylvania, with 7 years of relevant experience. Staley currently works for Schneider Downs Wealth Management Advisors, Lp. Over the course of their career, they have held roles at Credit Suisse Securities (Usa) LLC, Morgan Stanley Smith Barney LLC and Schneider Downs Wealth Management Advisors, Lp. Staley has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Pennsylvania. Schneider Downs Wealth Management Advisors, Lp is a financial advisory business operating out of Pittsburgh, PA. The firm has a total of 29 financial advisors. It oversees $2 billion in assets under management between its 1,894 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 1,894 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on which service is provided. However, fees charged by Schneider Downs Wealth Management Advisors, Lp can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schneider Downs Wealth Management Advisors, Lp Brokerage Details
$2,175,010,746
29
1,894
$1,148,369
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
Jason Staley Work History
Jason has been registered as a financial advisor for 7 years.*
Schneider Downs Wealth Management Advisors, Lp
Morgan Stanley Smith Barney LLC
Schneider Downs Wealth Management Advisors, Lp
Credit Suisse Securities (Usa) LLC
*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 Jason Staley 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 Schneider Downs Wealth Management Advisors, Lp
Pittsburgh, PA
Columbus, OH
Pittsburgh, PA
Columbus, OH
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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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