Yajaira Ortiz-wilson
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Mar 2023 to now
- The Vanguard Group, Inc.Jan 2023 to now
- RandstadSep 2022 to Nov 2022
- University of Maryland, Smith School of BusinessAug 2020 to Dec 2022
- UnemployedFeb 2020 to Aug 2020
- Youth Leadership FoundationApr 2019 to Feb 2020
- UnemployedOct 2018 to Mar 2019
- ConsilioSep 2018 to Oct 2018
- LexolutionSep 2018 to Sep 2018
- Youth Leadership FoundationJun 2018 to Jul 2018
- TransperfectMay 2018 to Jul 2018
- UnemployedNov 2017 to May 2018
- TransperfectOct 2017 to Oct 2017
- UnemployedApr 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (DC, 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
- 7592208
- Firm CRD
- 106715