Jeremy Ellis Munoz
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
3 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
13 years in the industry.
- Vanguard Advisers, Inc.Sep 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Bank of America N.A.Dec 2023 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Sep 2025
- Extreme Reach Payroll Solutions, Inc.Sep 2021 to Oct 2021
- AmazonNov 2020 to Jan 2021
- AmazonJun 2020 to Aug 2020
- Self-employedJan 2019 to Dec 2019
- Independence Blue CrossJan 2019 to May 2019
- Hai Street Kitchen & Co.May 2018 to Aug 2018
- Saint Joseph's UniversityAug 2017 to May 2022
- Saint Joseph's Preparatory High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (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
- 7566012
- Firm CRD
- 106715