Jason
Lindley

Vanguard Advisers Inc

CRD#4767351
Investment Advisor
in Charlotte, NC
Are you Jason Lindley? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jason Lindley is a certified financial planner based in Charlotte, North Carolina, with 11 years in the industry. Lindley is currently employed by Vanguard Advisers Inc. Their career trajectory has included roles at Morgan Stanley & Co, Inc, Morgan Stanley Smith Barney and The Vanguard Group, Inc. Lindley holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, Rhode Island, Arizona, Louisiana, Michigan, Montana, Nevada, North Carolina, Texas and Pennsylvania. Vanguard Advisers Inc is an advisory business that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 people on staff. It administers $151 billion in assets under management between its 661,667 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 583 charitable organizations. Of its 661,667 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Vanguard Advisers Inc provides a number 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 are based on which services the firm provides the client. However, fees billed by Vanguard Advisers Inc most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Jason Lindley Work History

Jason has 11 years of experience.

2010 - Present (9 years)

The Vanguard Group, Inc

2009 - 2010 (1 years)

Morgan Stanley Smith Barney

2007 - 2010 (3 years)

Morgan Stanley & Co, Inc

Disclosures

Jason Lindley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started