Supreme Alliance
47yrs
Top advisor by experience in Charlotte
6yrs
Based in Charlotte, North Carolina, Stephen Jesse is a fiduciary financial advisor with 6 years of industry experience. Stephen has been with Vanguard Advisers since 2021; before that, Stephen spent less than a year at Cetera Investment Advisers. Vanguard Advisers offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1030 Admiral Nelson Ct, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowVanguard Advisers, Inc.Current firm
- Oct 2020 – Feb 2021Cetera Investment Advisers LLCPreviously
Contact Stephen
(610) 669-1000Firm headquarters in Malvern, PA. Ask for Stephen. 1030 Admiral Nelson CtCharlotte, NC 28262Office · Get directions Firm websiteinvestor.vanguard.com/advice
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Vanguard Advisers at (610) 669-1000 and ask for Stephen Jesse. Stephen works from the Charlotte, NC office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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