Jeremy
Mitchell
Vanguard Advisers, Inc
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About this Advisor
Jeremy Mitchell is a financial advisor working out of Charlotte, North Carolina who has 2 years of industry experience. Mitchell works at Vanguard Advisers, Inc. Mitchell has gained experience at Valic Financial Advisors, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Bbva Usa, Bbva Securities Inc, Bbva Insurance Agency Inc, Bbva Wealth Solutions Inc and The Vanguard Group, Inc. Mitchell has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina, South Carolina and Texas. Vanguard Advisers, Inc is a business headquartered in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 employees. It controls $299 billion in assets across its 634,470 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 958 charities and foundations. Of its 634,470 customer accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Vanguard Advisers, Inc offers a number 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. Financial management fees typically depend on which services the firm provides the client. Fee types billed by Vanguard Advisers, Inc may include any 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
Jeremy Mitchell Work History
Jeremy has been registered as a financial advisor for 2 years.*
The Vanguard Group, Inc
Bbva Usa
Bbva Securities Inc
Bbva Insurance Agency Inc
Bbva Wealth Solutions Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Valic Financial Advisors
*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 Jeremy Mitchell 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
Malvern, PA
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
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