Vanguard Advisers Inc
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About this Advisor
Jason Skibek is a certified financial planner who lives in Charlotte, North Carolina. Currently an advisor at Vanguard Advisers Inc, they have accumulated 13 years of practice as a registered advisor. Skibek maintains a Series 63 license, certifying the advisor as a securities representative. Skibek can advise clients in North Carolina and Texas. Over the course of their career, they have held roles at Keene State College, The Vanguard Group, Inc, Woodland Regional High School and Northeast Home Loan. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other locations in the nation. In total, Vanguard Advisers Inc manages $151 billion in assets dispersed across 661,667 accounts and employs more than 878 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. 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 firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Vanguard Advisers Inc offers 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 may charge clients 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 Skibek Work History
Jason has 13 years of experience.
The Vanguard Group, Inc
Northeast Home Loan
Keene State College
Woodland Regional High School
Jason Skibek has no disclosures.
Please visit their SEC profile for more details.