Jose Luis Estrada arroyo
Investment adviser representative at Vanguard Advisers, Inc.
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- Vanguard Advisers, Inc.Jun 2021 to now
- The Vanguard Group, Inc.Jun 2021 to now
- Vanguard Marketing CorporationJun 2021 to now
- Rogers Financial Group, LLC D/b/a/ Rogers Financial GroupMay 2021 to May 2021
- Nylife Securities LLCJan 2021 to May 2021
- New York Life Insurance CoNov 2020 to May 2021
- UnemployedJun 2020 to Nov 2020
- Keller WilliamsJan 2018 to Dec 2019
- Yakima Real Estate ServicesAug 2015 to Dec 2018
- Ae Wealth Management, Llc/ F Joel FinancialOct 2013 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5553624
- Firm CRD
- 106715