Jacob Tyler Amwake
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
4 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
12 years in the industry.
- Self-employedJan 2023 to now
- Vanguard Advisers, Inc.Oct 2021 to now
- The Vanguard Group, Inc.Oct 2021 to now
- Vanguard Marketing CorporationOct 2021 to now
- Independent ContractorNov 2020 to now
- Heart of a Champion LLCJul 2019 to now
- North Western MutualJan 2021 to Apr 2021
- Orbit EnergyOct 2020 to Dec 2020
- UnemployedApr 2020 to Sep 2020
- Jaws MarketingJul 2019 to Feb 2020
- Mantua School DistrictSep 2018 to Jan 2019
- Emerald Asset ManagementSep 2017 to Dec 2017
- Independent ContractorJan 2017 to Jul 2019
- Saint Joseph's University Learning ResourcesJan 2017 to Dec 2017
- Greate Bay Country ClubJun 2015 to Aug 2017
- Saint Joseph's UniversityAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, 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
- 7321733
- Firm CRD
- 106715