Joseph Edmund Bockus
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.Jul 2023 to now
- The Vanguard Group, Inc.Jan 2021 to now
- Vanguard Marketing CorporationJan 2021 to now
- Enterprise Rent-a-carJan 2020 to Nov 2020
- FastenalApr 2019 to Oct 2019
- Garden Spot High SchoolAug 2018 to Jun 2020
- Penn State Berks UniversityJan 2016 to Dec 2019
- Garden Spot VillageFeb 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7328227
- Firm CRD
- 106715