Jack
Blake

Vanguard Advisers Inc

CRD#3028853
Investment Advisor
in Charlotte, NC
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About this Advisor

Jack Blake is a certified financial planner working out of Charlotte, North Carolina, who has 20 years of professional experience. Blake is an advisor for Vanguard Advisers Inc. They have been an employee of Vanguard Advisers Inc for the entirety of their career. Blake holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory company operating in Charlotte, North Carolina. It has offices in three locations and a total of 878 advisors. It controls $151 billion in total assets across its 661,667 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 583 charities and foundations. Of its 661,667 customer accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm 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. Fees for financial advice usually depend on which service is provided. Fee types billed by Vanguard Advisers Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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

Disclosures

No

Office Location

2525 Water Ridge Parkway 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

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

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

NC Average: $4,737,880

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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

Jack Blake Work History

Jack has 20 years of experience.

1998 - Present (21 years)

The Vanguard Group, Inc

Disclosures

Jack Blake has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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