Jay Bendesky is a registered investment advisor at Schwab Wealth Advisory, INC., based in Lone Tree, CO, with 33 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
9800 Schwab Way, Lone Tree, CO, 80124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Proshare Advisors LLC
Profunds Distributors, INC.Broker
Bcu Wealth Advisors, LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
B. C. Ziegler and CompanyBroker
B. C. Ziegler and Company
Mf Global INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Capital Brokerage CorporationBroker
Hochman & Baker Securities, INC.Broker
Genworth Financial Brokerage ServicesBroker
Capital Brokerage CorporationBroker
Ge Investment Distributors, INCBroker
Wit Capital CorporationBroker
TD Waterhouse Investor Services, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.