Jesus Alberto Fierro Ponce

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 05/2015 → Present
  Colorado Tile Design
  Denver, CO
• 04/2017 → Present
  Charles Schwab & Co., Inc.
  Denver, CO
• 02/2019 → Present
  Charles Schwab Bank Ssb
  Denver, CO

Other Businesses

Horizons Colorado|Investment Related:No|3800 S Pierce St;Denver ;CO;80219;USA|Nonprofit Charitable Organizations|Horizons Board- Board Member|2025-05-07|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Horizons is a non profit children's summer program with a focus to serve children in under privileged communities by offering a summer program that they attend for 6 weeks in the summer at no charge to the children or their families. As a board member I am involved in the decisions of the program in terms of expenses for the summer program reviewing the goals and focus of the program in terms of field trips and educational resources offered to the children participating, There is no investment related activity in my role

Exams

• S66 Uniform Combined State Law Examination
  2018-12-11
• S63 Uniform Securities Agent State Law Examination
  2017-09-25

Designations

• Certified Financial Planner