EV
EV

Edward Eugene Vela

17 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
89 clients
Average Client Portfolio
$429K average
Assets Under Management
$38.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.50%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Arleta, CA

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2018
Other Business Activities

Edward is the CEO and Founder of Vela Financial LLC, engaging in investment banking activities such as M&A and capital raising. This takes Edward full-time during business hours and a few hours per week outside of business hours.

Employment History
Current Registrations
Finalis Securities LLCBroker
June 2025 - Present · 8 mos
Finalis Securities LLC
June 2025 - Present · 8 mos
Zero Day Capital Enterprises LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Zero Day Capital Enterprises LLC
October 2024 - October 2024 · 0 mos
Ceiba Financial, LLCBroker
January 2024 - October 2024 · 9 mos
Empirikal Partners LLC
June 2020 - January 2024 · 3 yrs 7 mos
Cetera Advisor Networks LLCBroker
September 2019 - May 2020 · 8 mos
Summit Brokerage Services, INC.Broker
June 2018 - September 2019 · 1 yr 3 mos
Summit Financial Group INC
June 2018 - September 2020 · 2 yrs 3 mos
J.P. Morgan Securities LLC
October 2012 - May 2018 · 5 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2018 · 5 yrs 7 mos
Chase Investment Services CORP.Broker
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.
January 2010 - October 2012 · 2 yrs 9 mos
U.S. Bancorp Investments, INC.
April 2008 - December 2009 · 1 yr 8 mos
U.S. Bancorp Investments, INC.Broker
April 2008 - December 2009 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - November 2007 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - November 2007 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.