Jesse
Powers

Vanguard Advisers Inc

CRD#5025073
Investment Advisor
in Charlotte, NC
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About this Advisor

Jesse Powers is a certified financial planner based in Charlotte, North Carolina, with a total of 13 years in the industry. Powers currently works for Vanguard Advisers Inc. They have spent their complete employment at Vanguard Advisers Inc. Powers maintains a Series 63 license, qualifying them as a securities agent, and is able to serve investors in Alabama, Arizona, Louisiana, Michigan, Montana, Nevada, Rhode Island, Pennsylvania, North Carolina and Texas. Vanguard Advisers Inc is a financial advisory firm operating out of Charlotte, North Carolina. The firm has offices in three locations and a total of 878 advisors. It has $151 billion in assets among its 661,667 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. The business performs a number 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. Financial management fees typically depend on which services are offered. Fees billed by Vanguard Advisers Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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 Pkwy 1 North Falls Plaza Suite 100
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

Jesse Powers Work History

Jesse has 13 years of experience.

2005 - Present (14 years)

The Vanguard Group, Inc

Disclosures

Jesse Powers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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