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Jonathan Mark Willis

Vanguard Advisers, Inc.

Charlotte, NC

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-24
TX RA APPROVED 2026-08-24
  • NC RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED
    Since 2026-08-24

Branch Locations

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc Charlotte NC 03/2024 Present
Unemployed Waxhaw NC 01/2024 03/2024
Spot Freight Charlotte NC 09/2023 01/2024
Unemployed Waxhaw NC 07/2023 09/2023
Workplace Learning System Charlotte NC 04/2023 07/2023
Charlotte National Golf Club Matthews NC 12/2017 05/2023
University Of North Carolina At Charlotte Charlotte NC 08/2019 05/2023
Harris Teeter Matthews NC 01/2016 01/2019
Piedmont High School Unionville NC 07/2015 05/2019
Vanguard Marketing Corporation Charlotte NC 03/2024 Present
Vanguard Advisers, Inc. Charlotte NC 08/2026 Present
  • 03/2024 → Present
    The Vanguard Group, Inc
    Charlotte, NC
  • 01/2024 → 03/2024
    Unemployed
    Waxhaw, NC
  • 09/2023 → 01/2024
    Spot Freight
    Charlotte, NC
  • 07/2023 → 09/2023
    Unemployed
    Waxhaw, NC
  • 04/2023 → 07/2023
    Workplace Learning System
    Charlotte, NC
  • 12/2017 → 05/2023
    Charlotte National Golf Club
    Matthews, NC
  • 08/2019 → 05/2023
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 01/2016 → 01/2019
    Harris Teeter
    Matthews, NC
  • 07/2015 → 05/2019
    Piedmont High School
    Unionville, NC
  • 03/2024 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 08/2026 → Present
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-21
S63 Uniform Securities Agent State Law Examination 2024-05-20
  • S66 Uniform Combined State Law Examination
    2026-08-21
  • S63 Uniform Securities Agent State Law Examination
    2024-05-20
Other Names
  • Mark Willis
  • Mark M Willis

View on SEC IAPD

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