Unclaimed Profile

Jennifer Lynn Chesini

CERRO PACIFIC WEALTH ADVISORS, LLC·SAN LUIS OBISPO, California

SIE, Series 7, Series 31, Series 63, Series 66CFPClean record21 years registeredCERRO PACIFIC WEALTH ADVISORS, LLC

733 MARSH ST., SAN LUIS OBISPO, CA 93401CRD# 4916807Firm CRD# 310825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lynn Chesini · SAN LUIS OBISPO, CA

Registration

CRD #4916807 · CERRO PACIFIC WEALTH ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

SAN LUIS WEALTH ADVISORS

Sep 2025 – present

CERRO PACIFIC WEALTH ADVISORS, LLC

Oct 2020 – Oct 2025

SAN LUIS OBISPO, CA

WELLS FARGO CLEARING SERVICES, LLC

Jan 2018 – Oct 2020

SAN LUIS OBISPO, CA

EDWARD JONES

Oct 2015 – Feb 2016

COLUSA, CA

COMMONWEALTH FINANCIAL NETWORK

Oct 2012 – Oct 2015

YUBA CITY, CA

PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLC

Oct 2008 – Jun 2012

EL GRANADA, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Sep 2006 – Jun 2007

SAN FRANCISCO, CA

RBC DAIN RAUSCHER INC.

May 2005 – Sep 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · May 20, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CERRO PACIFIC WEALTH ADVISORS, LLC

CRD 310825 · SEC 801-119640

AUM

$441M

Regulatory assets under management

Employees

806 client accounts

Services offered by CERRO PACIFIC WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CERRO PACIFIC WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Lynn Chesini offer?

Jennifer Lynn Chesini specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Jennifer Lynn Chesini's credentials?

Jennifer Lynn Chesini holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer Lynn Chesini located?

Jennifer Lynn Chesini is based in SAN LUIS OBISPO, California, working with CERRO PACIFIC WEALTH ADVISORS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Jennifer Lynn Chesini charge for services?

Jennifer Lynn Chesini's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CERRO PACIFIC WEALTH ADVISORS, LLC?

CERRO PACIFIC WEALTH ADVISORS, LLC has approximately 5 employees and manages $441M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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