Jermile
Batten

Vanguard Advisers Inc

CRD#5932467
Investment Advisor
in Charlotte, NC
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About this Advisor

Jermile Batten is a certified financial planner based in Charlotte, North Carolina, who has been in the financial industry for 10 years. Batten is an employee of Vanguard Advisers Inc. Throughout their career, Batten has worked at Virginia Department Of Rehabilitative Services, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Elon University, John Hancock, Signator Investors, Inc and The Vanguard Group, Inc. Batten holds a Series 63 license, which qualifies them as a securities agent, and is approved to work in North Carolina and Texas. Vanguard Advisers Inc is a business based in Charlotte, North Carolina. It has offices in three locations and a total of 878 people on staff. It has $151 billion in total assets between its 661,667 customer accounts, placing it among the biggest financial advisory firms in the country 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 offers a diverse set 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 charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Vanguard Advisers Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$151,085,275,109

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

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

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

Jermile Batten Work History

Jermile has 10 years of experience.

2014 - Present (5 years)

The Vanguard Group, Inc

2013 - 2013 (0 years)

Northwestern Mutual Investment Services, LLC

2012 - 2013 (1 years)

Northwestern Mutual Life Insurance Company

2011 - 2011 (0 years)

John Hancock

2011 - 2012 (1 years)

Signator Investors, Inc

2010 - 2010 (0 years)

Virginia Department Of Rehabilitative Services

2008 - 2012 (4 years)

Elon University

Disclosures

Jermile Batten has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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