Chance Everett Vega
Investment adviser representative at Edward Jones
23 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Edward JonesMar 2025 to now
- Adam Madrid SimonFeb 2024 to Mar 2025
- Kyle Edward KierulffFeb 2024 to Mar 2025
- Northwestern Mutual Wealth Management CompanyNov 2022 to Mar 2025
- Northwestern Mutual Investment Services LLCJul 2022 to Mar 2025
- Northwestern Mutual Life Insurance CompanyApr 2022 to Feb 2024
- Southern California EdisonJun 2003 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7495962
- Firm CRD
- 250