Andres Jesus Vela

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

• 09/2007 → 05/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 05/2012 → 05/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 08/2021 → Present
  Charles Schwab Bank Ssb
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2012-05-24 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2006-04-19 → 2012-05-24
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2004-01-05 → 2006-04-19
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
• 2002-09-17 → 2003-12-31
  Usaa Investment Services Company
  San Antonio, TX

Other Businesses

1) OLEADA ENTERPRISES LLC | Investment Related:No|Retail|Chief Financial Officer|10/5/2023|Less than 20|0|My primary responsibilities will be the do the annual tax return and run the website (on the weekends and not during the day) for a new LLC operating in the state of TX only that I hope to open up for my wife. My wife is going to lease space to run a hair salon business in Helotes, Texas.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-12
• S63 Uniform Securities Agent State Law Examination
  1999-07-19

Other Names

• Any Vela
• Andy Jesus Vela