Supreme Alliance
47yrs
Top advisor by experience in Charlotte
2yrs
Jonathan Willis has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Jonathan joined Vanguard Advisers in 2026, a firm offering financial planning, investment management, and private fund management. Vanguard Advisers reports being 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
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeCharlotte, NC
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.
Career
- Aug 2026 – nowVanguard Advisers, Inc.Current firm
Contact Jonathan
Charlotte, NCOffice · Get directions Firm main line(610) 669-1000Headquarters: Vanguard Advisers · Malvern, PA Firm websiteinvestor.vanguard.com/adviceIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonathan
How do I contact Jonathan?
Call Vanguard Advisers at (610) 669-1000 and ask for Jonathan Willis. Jonathan works from the Charlotte, NC office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan 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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