Vanguard Advisers Inc
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About this Advisor
Jaron Jefferis is a certified financial planner who lives in Charlotte, North Carolina. Currently a registered investment advisor with Vanguard Advisers Inc, they have gathered 15 years of practice in the financial advisory industry. Jefferis has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Jefferis is registered to work with clients based out of Arizona, Texas and North Carolina. Jefferis has gained experience at Great Wolf Lodge, The Vanguard Group, Inc and Bowling Green State University. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other locations in the nation. As a registered advisory firm, Vanguard Advisers Inc oversees $151 billion in assets throughout 661,667 accounts and employs more than 878 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Vanguard Advisers Inc provides 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. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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
Jaron Jefferis Work History
Jaron has 15 years of experience.
The Vanguard Group, Inc
Great Wolf Lodge
Bowling Green State University
Jaron Jefferis has no disclosures.
Please visit their SEC profile for more details.