Jeremy Warren Post

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

• 07/2021 → 04/2025
  Charles Schwab & Co., Inc.
  Chapel Hill, NC
• 06/2014 → 05/2017
  Lakeshore Landscaping
  Valparaiso, IN
• 05/2017 → 08/2017
  Primerica Financial
  Chesterton, IN
• 08/2017 → 06/2018
  Purdue University
  West Lafayette, IN
• 07/2021 → 04/2025
  Charles Schwab Bank
  Chapel Hill, NC
• 04/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2018 → 01/2020
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 11/2019 → 01/2020
  Charles Schwab Bank
  Indianapolis, IN
• 01/2020 → 07/2021
  Charles Schwab & Co., Inc.
  Tysons, NC
• 01/2020 → 07/2021
  Charles Schwab Bank
  Tysons, NC

Previous Registrations

• 2019-04-08 → 2025-04-22
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Chapel Hill, NC
  Cary, NC
  Tysons Corner, VA

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: DURHAM, NC NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE POSITION: N/A START DATE: 05/2017 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2019-04-08

Designations

• Certified Financial Planner

Other Names

• Jeremy W Post
• Jeremy Post