Juan
Vega
Fisher Investments
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About this Advisor
Juan Vega is a financial advisor working out of Plano, Texas with a total of 1 year of relevant experience. Vega currently works for Fisher Investments. Over the course of their career, Vega has held roles at Oppenheimerfunds, Tdameritrade, Scottrade, Mutual Of America, Mutual Of America Securities LLC, E*Trade Securities LLC, E*Trade Capital Management, LLC, E*Trade Capital Management LLC and Fisher Investments. Vega has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in Florida. Fisher Investments is a registered investment business operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 people on staff. It manages $192 billion in assets between its 269,289 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 37 charities and foundations. Of its 269,289 accounts, 46% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Fisher Investments most likely include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Juan Vega Work History
Juan has been registered as a financial advisor for 1 years.*
Fisher Investments
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
Mutual Of America
Mutual Of America Securities LLC
E*Trade Securities LLC
E*Trade Capital Management, LLC
Scottrade
Tdameritrade
Oppenheimerfunds
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Juan Vega to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
Camas, WA
Plano, TX
Tampa, FL
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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