Jay
Fuller
Vanguard Advisers, Inc
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About this Advisor
Jay Fuller is a financial advisor based in Scottsdale, Arizona with a total of 1 year of relevant experience. Fuller is currently employed by Vanguard Advisers, Inc. Throughout their career, Fuller has worked at Sound Wealth Management, Farmers Financial Solutions, Farmers Insurance, Sound Wealth Management, LLC, Bank Of America, N.A, Brookstone Capital Management, Bankers Life Securities, Inc, Bankers Life, Bankers Life Advisory Services, Inc, The Vanguard Group, Inc, Charles Schwab & Co., Inc, Saybrus Partners, Saybrus Equity Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Fuller maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Arizona and Texas. Vanguard Advisers, Inc is a firm that has its headquarters in Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 financial advisors. It controls $299 billion in assets under management among its 634,470 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 958 charitable organizations. Of its 634,470 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Vanguard Advisers, Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jay Fuller Work History
Jay has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Bankers Life Securities, Inc
Bankers Life Advisory Services, Inc
Sound Wealth Management, LLC
Brookstone Capital Management
Bankers Life
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Farmers Financial Solutions
Farmers Insurance
Sound Wealth Management
Saybrus Partners
Saybrus Equity Services, Inc
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay Fuller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Scottsdale, AZ
Charlotte, NC
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
