Edward Vela
Associate
Edward Vela has 17 years of finance experience working with high-net-worth investors and business owners. He started his career with Merrill Lynch and gained most of his experience as Vice President, Senior Private Client Advisor with JPMorgan in San Ramon, Ca. Edward also worked as an Independent Private Client Advisor in Los Angeles, CA.
He earned an MBA degree from the UCLA Anderson School of Management. He also graduated from UCLA with a bachelor’s degree in Political Science, specializing in International Relations and Economics. As an exchange undergrad student in Brazil, Edward developed a passion for documentary filmmaking and became an independent journalist, desiring to give a voice to those in economically distressed communities. To further his objective of providing a voice, Edward earned a certification in journalism from the University of Massachusetts, Amherst. He developed a great appreciation for entrepreneurship and advocated for business ownership as an economic catalyst during his experience in Latin America. Edward became an award-winning documentarian in 2018 when he premiered his first film, “God’s Tenants,” in the Los Angeles Brazilian Film Festival.
He currently has FINRA Series 7 and 66 and is actively pursuing Series 79. He is also studying to be licensed with the DRE.