Jay Allan Bendesky

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (12)

Series 52TOSIESeries 3Series 7Series 9Series 10Series 53Series 4Series 24Series 8Series 65Series 63

Registered states (25)

Alabama · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Indiana · Kentucky · Maine · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia

Years in the industry (source record)

33

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Charles Schwab & Co., Inc.

Firm CRD

5393

SEC number

801-29938

Assets under management

Not yet retrieved from the source record

Website

www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗

Phone

415-667-7000

Firm location

San Francisco, CA, 94105

Employment history (22)

From the source registration record · current first

• Charles Schwab & Co., Inc.Current

  Boston, MA · BC capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.Current

  Palm Beach Garden, FL · IA capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.Current

  Boston, MA · IA capacity
  start not retrieved → present
• Schwab Wealth Advisory, Inc.Current

  Palm Beach Gardens, FL · IA capacity
  start not retrieved → present
• Proshare Advisors LLC

  Bethesda, MD · IA capacity
  Oct 28, 2014 → Jun 7, 2022
• Profunds Distributors, Inc.

  Bethesda, MD · BC capacity
  Oct 23, 2014 → Jun 7, 2022
• Bcu Wealth Advisors, LLC

  Vernon Hills, IL · IA capacity
  Apr 9, 2014 → Oct 14, 2014
• Cuso Financial Services, L.P.

  Vernon Hills, IL · IA capacity
  Dec 19, 2013 → Oct 13, 2014
• Cuso Financial Services, L.P.

  Vernon Hills, IL · BC capacity
  Dec 19, 2013 → Oct 13, 2014
• B. C. Ziegler And Company

  Sheboygan, WI · BC capacity
  Mar 20, 2012 → Dec 13, 2013
• B. C. Ziegler And Company

  Sheboygan, WI · IA capacity
  Mar 19, 2012 → Dec 13, 2013
• Mf Global Inc.

  Chicago, IL · BC capacity
  Sep 23, 2011 → Dec 8, 2011
• Morgan Stanley Smith Barney LLC

  Columbus, OH · IA capacity
  Jun 1, 2009 → May 12, 2011
• Morgan Stanley Smith Barney

  Columbus, OH · BC capacity
  Jun 1, 2009 → May 12, 2011
• Morgan Stanley & Co. Incorporated

  South Jordan, UT · IA capacity
  Feb 9, 2009 → Jun 1, 2009
• Morgan Stanley & Co. Incorporated

  South Jordan, UT · BC capacity
  Aug 12, 2008 → Jun 1, 2009
• Capital Brokerage Corporation

  Richmond, VA · BC capacity
  Mar 16, 2005 → Aug 13, 2008
• Genworth Financial Brokerage Services

  Schaumburg, IL · BC capacity
  Jan 15, 2002 → Mar 16, 2005
• Hochman & Baker Securities, Inc.

  Stamford, CT · BC capacity
  Feb 6, 2004 → Sep 15, 2004
• Ge Investment Distributors, Inc

  Stamford, CT · BC capacity
  Jan 11, 2001 → Dec 31, 2002
• Wit Capital Corporation

  Old Greenwich, CT · BC capacity
  May 9, 2000 → Oct 16, 2000
• Td Waterhouse Investor Services, Inc.

  Omaha, NE · BC capacity
  Nov 15, 1991 → May 22, 2000

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.