Jeffrey
Mckenna
Vanguard Advisers, Inc
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About this Advisor
Jeffrey Mckenna is a financial advisor based in Charlotte, North Carolina with a total of 1 year of industry experience. Mckenna is on the advisory team at Vanguard Advisers, Inc. The advisor has gained experience at T.Rowe Price, Epik (English Program In Korea), Uber, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, The Vanguard Group, Inc, Self Employed Lyft, Publix, Self Employed Roadie and Amazon Flex Delivery Driver. Mckenna has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in North Carolina and Texas. Vanguard Advisers, Inc is a financial advisory firm headquartered in Malvern, PA. It has offices in 2,124 locations and a total of 2,124 financial advisors. It manages $299 billion in total assets among its 634,470 client accounts, making it one of the largest 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 individuals who have greater than $1 million in assets. Vanguard Advisers, Inc performs a broad set of services, such as 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 largely vary depending on which services the firm provides the client. However, fees charged by Vanguard Advisers, Inc may include some blend 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
Jeffrey Mckenna Work History
Jeffrey has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Self Employed Lyft
Self Employed Roadie
Amazon Flex Delivery Driver
Bank Of America, N.A
Self Employed Lyft
Publix
Merrill Lynch, Pierce, Fenner & Smith Inc
Uber
T.Rowe Price
Epik (English Program In Korea)
*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 Jeffrey Mckenna 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
Malvern, PA
Charlotte, NC
Scottsdale, AZ
Malvern, PA
Malvern, PA
Scottsdale, AZ
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.
