Jonathan
Wong
Vanguard Advisers, Inc
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About this Advisor
Jonathan Wong is a financial advisor based out of Scottsdale, Arizona who has 2 years of industry experience. Wong currently works for Vanguard Advisers, Inc. Wong has gained experience at The Vanguard Group Inc, Geico Local Office, University Of California, Irvine, City Sports Club, Skyline College, Abraham Lincoln High School, Chipotle Mexican Grill and City Hall Assessor-Recorder Office. Wong maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona and Texas. Vanguard Advisers, Inc is a registered investment firm based out of Malvern, PA. It has offices in 2,124 locations and a total of 2,124 employees. It controls $299 billion in total assets between its 634,470 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 958 charities and foundations. Of its 634,470 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm provides a diverse set 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 advisory services usually vary depending on the type of services provided. Fee types billed by Vanguard Advisers, Inc most likely include 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
Jonathan Wong Work History
Jonathan has been registered as a financial advisor for 2 years.*
The Vanguard Group Inc
Geico Local Office
University Of California, Irvine
City Sports Club
Chipotle Mexican Grill
Skyline College
City Hall Assessor-Recorder Office
Abraham Lincoln High School
*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 Wong 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
Malvern, PA
Charlotte, NC
Malvern, PA
Malvern, PA
Malvern, PA
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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