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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

JAY ALLAN BENDESKY

Advisor at SCHWAB WEALTH ADVISORY, INC.

Palm Beach Gardens, FL

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Search this name across graphsid dfx:ria:049df2b4-98d2-edeb-865f-970d43b750fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 30, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 30, 1991
First registration: Feb 9, 2009
Dual registered: yes, broker-dealer
Other names: JAY ALAN BENDESKY|JAY BENDESKY
IAPD individual key: 1981488

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Dec 15, 2025	n/a	yes	Palm Beach Gardens, FL	Current employment
PROSHARE ADVISORS LLC	Asset manager	Oct 28, 2014	Jun 7, 2022	no	BETHESDA, MD	Previous registration
BCU WEALTH ADVISORS, LLC	Independent wealth	Apr 9, 2014	Oct 14, 2014	no	VERNON HILLS, IL	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Dec 19, 2013	Oct 13, 2014	no	VERNON HILLS, IL	Previous registration
B. C. ZIEGLER AND COMPANY	Former SEC adviser	Mar 19, 2012	Dec 13, 2013	no	CHICAGO, IL\|Minneapolis, MN\|SHEBOYGAN, WI\|SCOTTSDALE, AZ\|Denver, CO\|WAUKESHA, WI\|Richmond, VA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 12, 2011	no	SOUTH JORDAN, UT\|COLUMBUS, OH	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Feb 9, 2009	Jun 1, 2009	no	SOUTH JORDAN, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PROSHARE ADVISORS LLC	SCHWAB WEALTH ADVISORY, INC.	Jun 7, 2022	Dec 15, 2025	1,287	Firm change after gap	Other
BCU WEALTH ADVISORS, LLC	PROSHARE ADVISORS LLC	Oct 14, 2014	Oct 28, 2014	14	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	BCU WEALTH ADVISORS, LLC	Oct 13, 2014	Apr 9, 2014	-187	Firm change after gap	Other
B. C. ZIEGLER AND COMPANY	CUSO FINANCIAL SERVICES, L.P.	Dec 13, 2013	Dec 19, 2013	6	Firm change	Other
MORGAN STANLEY	B. C. ZIEGLER AND COMPANY	May 12, 2011	Mar 19, 2012	312	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (7)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Dec 15, 2025 to presentfactForm ADV
→ PROSHARE ADVISORS LLCRegistered adviserregistration: previous registration
Oct 28, 2014 to Jun 7, 2022factForm ADV
→ BCU WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 9, 2014 to Oct 14, 2014factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Dec 19, 2013 to Oct 13, 2014factForm ADV
→ B. C. ZIEGLER AND COMPANYRegistered adviserregistration: previous registration
Mar 19, 2012 to Dec 13, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 12, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Feb 9, 2009 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jun 7, 2022
Advisor changed firm
Jay Allan Bendesky left Proshare Advisors Llc for Schwab Wealth Advisory, Inc. (registered 2025-12-15)
Form ADVobserved 6 days ago