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Jesse Paul Billela

Investment adviser representative at Vanguard Advisers, Inc.
10 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

10 years in the industry.

  1. Vanguard Advisers, Inc.Oct 2025 to now
  2. The Vanguard Group, IncAug 2022 to now
  3. Vanguard Marketing CorporationAug 2022 to now
  4. Allied UniversalFeb 2022 to May 2022
  5. JjkaneJul 2021 to Dec 2021
  6. Ghr Human ServicesApr 2021 to Aug 2021
  7. UnemployedJan 2021 to Mar 2021
  8. SecuritasSep 2020 to Dec 2020
  9. TrugreenMar 2020 to Jun 2020
  10. Signant HealthSep 2018 to Feb 2020
  11. PeopleshareMay 2017 to Aug 2018
  12. Sei InvestmentsJun 2016 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2025

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
7597669
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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