Stephen Mitchell Jesse
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.Mar 2021 to now
- The Vanguard Group, Inc.Mar 2021 to now
- Jesse Marketing Affiliates LLCSep 2022 to Mar 2023
- Cetera Investment Advisers LLCOct 2020 to Feb 2021
- Cetera Investment Services LLCSep 2020 to Feb 2021
- Cap Com Federal Credit UnionMay 2019 to Aug 2019
- Cetera InvestorsMay 2019 to Aug 2019
- Suny OneontaAug 2018 to Jun 2020
- UnemployedAug 2018 to May 2019
- Ben's Home ServicesMay 2018 to Aug 2018
- Jeffers Farm IncApr 2018 to Jun 2018
- UnemployedOct 2017 to Apr 2018
- Peoples Security Bank & Trust CompanyMay 2016 to Aug 2017
- Ursinus CollegeAug 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7126899
- Firm CRD
- 106715