Jesse Christian Vega

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Schwab Wealth Advisory, Inc
  Westlake, TX
• 07/2021 → 12/2023
  Portfolio Advisors, Inc.
  Fresno, CA
• 08/2013 → 06/2017
  Full Time Education
  Sanger, CA
• 02/2017 → 06/2018
  Kids Footlocker
  Fresno, CA
• 10/2017 → 10/2018
  Fresno Escape Room
  Clovis, CA
• 06/2018 → 07/2021
  Wells Fargo
  Fresno, CA
• 08/2017 → 06/2021
  Full Time Education
  Fresno, CA
• 01/2024 → 12/2024
  Paradigm Advisors Llc
  Dallas, TX
• 02/2025 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 02/2025 → 06/2026
  Charles Schwab Bank, Ssb
  Fresno, CA

Previous Registrations

• 2024-02-07 → 2024-12-16
  Paradigm Advisors, Llc
  Dallas, TX
• 2022-02-18 → 2024-01-02
  Portfolio Advisors, Inc.
  Fresno, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-25
• S65 Uniform Investment Adviser Law Examination
  2022-02-18