Johnathon Kyle Lawson
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Az Sun Valley Sales, LLCDec 2025 to now
- Vanguard Advisers, Inc.Oct 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Gilbert Public SchoolsFeb 2023 to now
- Bank of America, N.A.Nov 2023 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2023 to Sep 2025
- Worldwide Rv Mesa AzAug 2023 to Oct 2023
- Cetera Investment Advisers LLCJun 2019 to Oct 2023
- Cetera Investment Services LLCJun 2019 to Oct 2023
- Foresters Advisory Services LLCJul 2015 to Jun 2019
- Foresters Financial ServicesJul 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
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
- 6491532
- Firm CRD
- 106715