Matthew
Jackson

Vanguard Advisers, Inc

CRD#6551493
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Matthew Jackson is a financial advisor who works out of Scottsdale, Arizona who has 4 years of relevant experience. Jackson works at Vanguard Advisers, Inc. Jackson has gained experience at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and The Vanguard Group, Inc. Jackson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Arizona and Texas. Vanguard Advisers, Inc is a business that has its headquarters in Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 people on staff. It handles $299 billion in total assets between its 634,470 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 958 charitable organizations. Of its 634,470 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a broad assortment 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 typically depend on which service is offered. Fees billed by Vanguard Advisers, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Matthew Jackson Work History

Matthew has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

The Vanguard Group, Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2009 - 2018 (9 years)

Wells Fargo Bank, Na

*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 Matthew Jackson 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

Zachary Potter
Scottsdale, AZ
Austin Crass
Charlotte, NC
Julia Steele
Malvern, PA
Daniel Grady
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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