Jocephus Perry Lewis
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.
- Vanguard Advisers, Inc.Nov 2025 to now
- The Vanguard Group, Inc.Nov 2025 to now
- Vanguard Marketing CorporationNov 2025 to now
- Gregory's Coffee Management LLCAug 2025 to Nov 2025
- Camarta WealthAug 2025 to Aug 2025
- Home Depot Inc.Oct 2024 to Jun 2025
- Self-employedApr 2024 to Sep 2024
- Starbucks Coffee CompanySep 2023 to Jul 2024
- Fidelity InvestmentsApr 2023 to Mar 2024
- Mellow MushroomJul 2022 to Mar 2023
- The Mini BarMay 2022 to Oct 2022
- CitibankNov 2021 to May 2022
- Arizona State UniversityJan 2018 to May 2018
- Starbucks Coffee CompanyFeb 2017 to Oct 2021
- Kohl'sOct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7726286
- Firm CRD
- 106715