Jesse Fernando Alonzo
Investment adviser representative at Vanguard Advisers, Inc.
16 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
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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
16 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Aug 2026 to now
- Vanguard Marketing CorporationAug 2026 to now
- J.P. Morgan Securities LLCJan 2021 to Jul 2026
- JPMorgan Chase Bank, N.A.Jan 2021 to Jul 2026
- USAA Investment Services CompanyJan 2018 to Jun 2020
- Mdk Fence & Patio LLCDec 2015 to Jun 2022
- USAA Financial Advisors, Inc.Dec 2010 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (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
- 5080234
- Firm CRD
- 106715