Jessica Mae-ling Wilson
Investment adviser representative at Vanguard Advisers, Inc.
16 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
16 years in the industry.
- Vanguard Advisers, Inc.Jul 2019 to now
- The Vanguard Group, Inc.Feb 2018 to now
- Vanguard Marketing CorporationFeb 2018 to now
- International Business InstituteMay 2017 to Jul 2017
- Clark AssociatesAug 2016 to May 2017
- Messiah CollegeAug 2014 to Dec 2017
- Messiah Dining Services - CateringAug 2014 to Dec 2017
- Imagine ThatJun 2010 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6906569
- Firm CRD
- 106715