Yajaira
Ortiz-Wilson
Vanguard Advisers, Inc
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About this Advisor
Yajaira Ortiz-Wilson is a financial advisor based in Washington, District of Columbia, working with Vanguard Advisers, Inc. Yajaira has previously held positions at The Vanguard Group, Inc, Randstad, Youth Leadership Foundation, Transperfect, Consilio, Lexolution, and the University Of Maryland, Smith School Of Business. Yajaira has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia, Pennsylvania, and Texas. Currently, Yajaira is part of Vanguard Advisers, Inc, which operates out of Washington, District of Columbia. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Vanguard Advisers, Inc Brokerage Details
$333,066,527,268
2,107
804,462
$414,024
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Yajaira Ortiz-Wilson Work History
The Vanguard Group, Inc
Randstad
University Of Maryland, Smith School Of Business
Youth Leadership Foundation
Youth Leadership Foundation
Transperfect
Consilio
Lexolution
Transperfect
Transperfect
Disclosures
Please visit the SEC profile of Yajaira Ortiz-Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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