David De Jesus Gomez

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

• 08/2014 → 12/2016
  The Home Depot
  San Bernardino, CA
• 12/2016 → 06/2017
  Full-Time Education
  San Bernardino, CA
• 06/2017 → 11/2017
  The Home Depot
  San Bernardino, CA
• 11/2017 → 08/2018
  Full-Time Education
  Pomona, CA
• 08/2018 → 10/2020
  Target Corporation
  Rialto, CA
• 10/2020 → 12/2020
  Wilson Montanez Machinery
  Rancho Cucamonga, CA
• 12/2020 → 05/2021
  Unemployed
  Rialto, CA
• 05/2021 → 01/2023
  Ashley Furniture Industries
  Redlands, CA
• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 08/2026 → Present
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-02-14
• S63 Uniform Securities Agent State Law Examination
  2023-05-08