Jacob Charles Kavinsky
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Nov 2025 to now
- Vanguard Marketing CorporationMay 2022 to now
- The Vanguard Group, Inc.Oct 2020 to now
- Aecom Technical ServicesSep 2019 to Sep 2020
- Edward JonesJul 2018 to Aug 2019
- University of Wisconsin Eau ClaireSep 2017 to Feb 2018
- Dunhams SportsJun 2017 to Jan 2018
- Primerica Financial ServicesSep 2016 to Sep 2017
- University of WisconsinAug 2016 to May 2018
- Gogebic Country ClubApr 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6971587
- Firm CRD
- 106715