Joseph Brian Heiser
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Self-employedFeb 2026 to now
- Vanguard Advisers, Inc.Apr 2014 to now
- The Vanguard Group, Inc.Mar 2014 to now
- Vanguard Marketing CorporationMar 2014 to now
- Joe's Vending LLCOct 2020 to Mar 2023
- Self-employedDec 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (AZ, IL, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2898344
- Firm CRD
- 106715