Edward Vela Gonzales

CRD 2483335 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Ed Gonzales

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 31Series 7Series 6Series 65Series 63
Registered states (1): Texas
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (13)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
San Antonio, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
San Antonio, TX · IA capacity

start not retrieved → present
Usaa Investment Management Company
San Antonio, TX · IA capacity

Jan 8, 2018 → May 24, 2020
Usaa Financial Advisors, Inc.
San Antonio, TX · BC capacity

Oct 5, 2005 → May 24, 2020
Usaa Financial Planning Services
San Antonio, TX · IA capacity

Oct 13, 2005 → Jan 8, 2018
H&r Block Financial Advisors, Inc.
Austin, TX · IA capacity

Jun 27, 2003 → Sep 13, 2005
H&r Block Financial Advisors, Inc.
Detroit, MI · BC capacity

Jun 27, 2003 → Sep 13, 2005
Edward Jones
St. Louis, MO · BC capacity

Mar 7, 1996 → Jun 30, 2003
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Jan 23, 1995 → Jun 25, 1996
The Equitable Life Assurance Society Of The United States
New York, NY · BC capacity

Jun 8, 1994 → Oct 25, 1994
Equico Securities, Inc.
New York, NY · BC capacity

Jun 8, 1994 → Oct 25, 1994

Source & corrections

Where this page comes from

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