Johnathon Kyle Lawson

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 06/2019
  Foresters Financial Services
  Indianapolis, IN
• 07/2015 → 06/2019
  Foresters Advisory Services Llc
  Indianapolis, IN
• 06/2019 → 10/2023
  Cetera Investment Services Llc
  Indianapolis, IN
• 06/2019 → 10/2023
  Cetera Investment Advisers Llc
  Indianapolis, IN
• 11/2023 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 08/2023 → 10/2023
  Worldwide Rv Mesa Az
  Mesa, AZ
• 11/2023 → 09/2025
  Bank Of America, N.A.
  Gilbert, AZ
• 09/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 02/2023 → Present
  Gilbert Public Schools
  Gilbert, AZ
• 12/2025 → Present
  Az Sun Valley Sales, Llc
  Mesa, AZ
• 10/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2023-11-20 → 2025-09-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 2019-06-19 → 2023-10-24
  Cetera Investment Advisers Llc
  Indianapolis, IN
• 2016-11-30 → 2019-06-24
  Foresters Advisory Services, Llc
  Indianapolis, IN

Other Businesses

NAME OF BUSINESS: GILBERT PUBLIC SCHOOLS NON-INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: FACULTY/COACH POSITION: TRACK/CROSS COUNTRY COACH START DATE: 02/2023 APPROXIMATE HOURS/MONTH: 6 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SEASONAL COACHING NAME OF BUSINESS: AZ SUN VALLEY SALES, LLC NON-INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 12/2025 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-28
• S63 Uniform Securities Agent State Law Examination
  2015-07-23

Other Names

• Johnathon K Lawson
• John K Lawson
• Johnathon Lawson