Jocephus Perry Lewis

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

• 04/2023 → 03/2024
  Fidelity Investments
  Jacksonville, FL
• 07/2022 → 03/2023
  Mellow Mushroom
  Fleming Island, FL
• 05/2022 → 10/2022
  The Mini Bar
  Fleming Island, FL
• 11/2021 → 05/2022
  Citibank
  Jacksonville, FL
• 02/2017 → 10/2021
  Starbucks Coffee Company
  Orange Park, FL
• 10/2015 → 10/2016
  High Point Christian Academy
  Orange Park, FL
• 04/2014 → 09/2016
  O2B Kids!
  Fleming Island, FL
• 10/2016 → 12/2016
  Kohl's
  Fleming Island, FL
• 01/2018 → 05/2018
  Arizona State University
  Fleming Island, FL
• 09/2023 → 07/2024
  Starbucks Coffee Company
  Jacksonville, FL
• 04/2024 → 09/2024
  Self-Employed
  Jacksonville, FL
• 04/2024 → 09/2024
  Self-Employed
  Jacksonville, FL
• 11/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2025 → 11/2025
  Gregory's Coffee Management Llc
  Jacksonville, FL
• 10/2024 → 06/2025
  Home Depot Inc.
  Middleburg, FL
• 08/2025 → 08/2025
  Camarta Wealth
  Fleming Island, FL
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: 2-15 LIFE, HEALTH AND ANNUITY LICENSE POSITION: N/A START DATE: 04/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2025-05-07

Other Names

• Joe Lewis
• Joe Perry Lewis
• Jocephus Lewis