Jacob James Dietz
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Aug 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- Charles Schwab & Co., Inc.Aug 2024 to Jun 2026
- Proper A.I.Sep 2023 to Jul 2024
- Criterion 3Oct 2020 to Sep 2023
- Casper Country ClubMay 2020 to Aug 2020
- University of WyomingSep 2019 to May 2023
- UnemployedJun 2019 to Aug 2019
- Old Chicago Pizza + TaproomDec 2018 to Apr 2019
- Natrona County High SchoolSep 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7964514
- Firm CRD
- 106715