Vanguard Advisers Inc
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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
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
Jason Lindley Work History
Jason has 11 years of experience.
The Vanguard Group, Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co, Inc
Jason Lindley has no disclosures.
Please visit their SEC profile for more details.