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RIA / WealthAdvisorCertified Financial Planner21 years in industry

JENNIFER LYNN CHESINI

Advisor at SAN LUIS WEALTH ADVISORS

SAN LUIS OBISPO, CA

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Search this name across graphsid dfx:ria:1ed69fe6-89d0-99cd-6331-4642c2b9519a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: May 20, 2005 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: SAN LUIS WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 19, 2005
First registration: May 20, 2005
Dual registered: no
Other names: JENNIFER LYNN CHESINI|JENNI CHESINI|JENNI TAYLOR|JENNIFER TAYLOR|JENNIFER LYNN TAYLOR|JENNIFER CHESINI
IAPD individual key: 4916807

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
SAN LUIS WEALTH ADVISORS	Independent wealth	Sep 2, 2025	n/a	yes	SAN LUIS OBISPO, CA	Current employment
CERRO PACIFIC WEALTH ADVISORS, LLC	Independent wealth	Oct 16, 2020	Oct 3, 2025	no	SAN LUIS OBISPO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 9, 2018	Oct 26, 2020	no	SAN LUIS OBISPO, CA	Previous registration
EDWARD JONES	National bd RIA	Oct 30, 2015	Feb 17, 2016	no	COLUSA, CA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 11, 2012	Oct 26, 2015	no	YUBA CITY, CA\|YUBA CITY, CA	Previous registration
PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLC	Former SEC adviser	Oct 13, 2008	Jun 1, 2012	no	EL GRANADA, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Sep 11, 2006	Jun 7, 2007	no	SAN FRANCISCO, CA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	May 20, 2005	Sep 21, 2006	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	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
CERRO PACIFIC WEALTH ADVISORS, LLC	SAN LUIS WEALTH ADVISORS	Oct 3, 2025	Sep 2, 2025	-31	Firm change after gap	RIA to RIA
WELLS FARGO ADVISORS	CERRO PACIFIC WEALTH ADVISORS, LLC	Oct 26, 2020	Oct 16, 2020	-10	Firm change	Wirehouse to new firm
EDWARD JONES	WELLS FARGO ADVISORS	Feb 17, 2016	Jan 9, 2018	692	Firm change after gap	Ibd to wirehouse
COMMONWEALTH FINANCIAL NETWORK	EDWARD JONES	Oct 26, 2015	Oct 30, 2015	4	Firm change	Ibd to ibd
PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLC	COMMONWEALTH FINANCIAL NETWORK	Jun 1, 2012	Oct 11, 2012	132	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLC	Jun 7, 2007	Oct 13, 2008	494	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Sep 21, 2006	Sep 11, 2006	-10	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
310825:309506:CA:2025-10-03	Oct 3, 2025	Sep 2, 2025	SAN LUIS OBISPO, CA	Firm change after gap
19616:310825:CA:2020-10-26	Oct 26, 2020	Oct 16, 2020	SAN LUIS OBISPO, CA	Firm change

Relationships

Registered with (8)

→ SAN LUIS WEALTH ADVISORSRegistered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ CERRO PACIFIC WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 16, 2020 to Oct 3, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 9, 2018 to Oct 26, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 30, 2015 to Feb 17, 2016factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 11, 2012 to Oct 26, 2015factForm ADV
→ PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLCRegistered adviserregistration: previous registration
Oct 13, 2008 to Jun 1, 2012factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 11, 2006 to Jun 7, 2007factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
May 20, 2005 to Sep 21, 2006factForm ADV

Dated events

Occurred
Oct 3, 2025
Advisor changed firm
Jennifer Lynn Chesini left Cerro Pacific Wealth Advisors, Llc for San Luis Wealth Advisors (registered 2025-09-02)
Form ADVobserved 4 days ago