Kevin JesticeCRD Number: 5363377
Current Firm: Vanguard Advisers Inc.
Kevin Jestice (CRD# 5363377) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 10 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Sensenig Capital Advisors, Inc.
Dedicated Investment Advisers LLC
|The Vanguard Group, Inc.||Malvern, PA||Jun 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management107,796MILLIONS
Total Number of Accounts354,254ACCOUNTS
Average Account Value$304,289
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV