Jerrika
Godbolt

Vanguard Advisers Inc

CRD#5564223
Investment Advisor
in Charlotte, NC
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About this Advisor

Jerrika Godbolt is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor with Vanguard Advisers Inc, they have accumulated 10 years of professional experience as a financial advisor. Godbolt maintains a Series 63 license, certifying them as a securities broker. Godbolt can act as a financial advisor in North Carolina and Texas. Godbolt has spent their career at Vanguard Advisers Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and operates out of three other offices throughout the United States. In aggregate, Vanguard Advisers Inc oversees $151 billion in assets dispersed across 661,667 accounts and retains more than 878 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Vanguard Advisers Inc can offer 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

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, Ste 100
Charlotte, NC 28217

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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

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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

Jerrika Godbolt Work History

Jerrika has 10 years of experience.

2008 - Present (11 years)

The Vanguard Group, Inc

Disclosures

Jerrika Godbolt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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