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Jacob John Hoeting

Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$344.6BFirm assets

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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.

  1. Vanguard Advisers, Inc.Jul 2025 to now
  2. The Vanguard Group, Inc.Jul 2025 to now
  3. Vanguard Marketing CorporationJul 2025 to now
  4. Fidelity InvestmentsJul 2025 to Jul 2025
  5. Fidelity InvestmentsMay 2020 to Jun 2025
  6. Fifth Third BankJan 2020 to May 2020
  7. Education At Work - Fidelity InvestmentsOct 2017 to Dec 2019
  8. Northern Kentucky UniversityMay 2016 to Dec 2019
  9. The Kroger CompanyAug 2014 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020

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
7260430
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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