Jesse Christian Vega
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2026 to now
- Charles Schwab & Co., Inc.Feb 2025 to now
- Charles Schwab Bank, SsbFeb 2025 to Jun 2026
- Paradigm Advisors LLCJan 2024 to Dec 2024
- Portfolio Advisors, Inc.Jul 2021 to Dec 2023
- Wells FargoJun 2018 to Jul 2021
- Fresno Escape RoomOct 2017 to Oct 2018
- Full Time EducationAug 2017 to Jun 2021
- Kids FootlockerFeb 2017 to Jun 2018
- Full Time EducationAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7451954
- Firm CRD
- 159035