Jonathan
Williams

Vanguard Advisers, Inc

CRD#6803914
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jonathan Williams is a certified financial planner working in Scottsdale, Arizona with a total of 3 years of relevant experience. Williams currently works for Vanguard Advisers, Inc. Their career trajectory has included roles at Land Resources Inc, Grand Canyon University, The Vanguard Group, Inc and Learning Foundation & Performing Arts Of Gilbert. Williams has a Series 63 license, designating them as a securities representative, and is able to serve investors in Arizona and Texas. Vanguard Advisers, Inc is an advisory firm that has its headquarters in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It administers $299 billion in assets under management between its 634,470 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 958 charitable organizations. Of its 634,470 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets. The business offers a number 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 for financial advice typically are based on which services the firm provides the client. Fee types billed by Vanguard Advisers, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14321 N Northsight Blvd
Scottsdale, AZ 85260

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$299,191,714,649

AZ Average: $15,833,994,310
Total Number of Employees

2,124

AZ Average: 41
Total Number of Accounts

634,470

AZ Average: 3,342
Average Account Size

$471,562

AZ Average: $4,737,880

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

Jonathan Williams Work History

Jonathan has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

The Vanguard Group, Inc

2016 - 2017 (1 year)

Land Resources Inc

2013 - 2016 (3 years)

Grand Canyon University

2013 - 2017 (4 years)

Grand Canyon University

2009 - 2013 (4 years)

Learning Foundation & Performing Arts Of Gilbert

*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 Jonathan Williams 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

Anna Grimes
Malvern, PA
Jonathan Kahrs
Malvern, PA
Daniel Grady
Scottsdale, AZ
Zachary Potter
Scottsdale, AZ
Charles Rainey
Scottsdale, AZ
William Mcbride
Malvern, PA
John Eyen
Malvern, PA
Michael Raleigh
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.

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