JC
Jennifer Chesini
from Cerro Pacific Wealth Advisors, LLC
Jennifer Chesini is a financial advisor based in California, San Luis Obispo,
with 20 years of experience. Jennifer currently works for
Cerro Pacific Wealth Advisors, LLC.
Jennifer maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jennifer Chesini works at Cerro Pacific Wealth Advisors, LLC
Cerro Pacific Wealth Advisors, LLC is a financial advisory firm based in San Luis Obispo, California. It currently has approximately $351,253,887 of assets under management and employs about 5 people. Cerro Pacific Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
733 Marsh St., Suite #110, San Luis Obispo, California, 93401
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