Trifol Josiah Headman
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- New York UniversitySep 2026 to now
- The Vanguard Group, Inc.Sep 2026 to now
- Vanguard Marketing CorporationSep 2026 to now
- Goldman Sachs & Co. LLCJul 2025 to Sep 2026
- H&r Block, Inc.Dec 2024 to Mar 2025
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- J CorksJan 2024 to Jun 2024
- Oregon Law SchoolJun 2023 to Jul 2023
- Bankers Life and Casualty CompanyMay 2023 to Aug 2023
- Rite AidFeb 2023 to Apr 2023
- Aramark Holdings CorporationJan 2022 to Dec 2023
- Seton Hill UniversityAug 2021 to May 2025
- Fox & Hound TavernApr 2018 to Jun 2018
- McdonaldsJan 2018 to Feb 2018
- North Hunterdon High SchoolAug 2017 to May 2021
- Kingston CollegeJan 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7940949
- Firm CRD
- 106715