John Patrick
West

Vanguard Advisers, Inc

CRD#6798166
Investment Advisor
in Charlotte, NC

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About this Advisor

John Patrick West is a financial advisor based in Charlotte, North Carolina, working with Vanguard Advisers, Inc. John has previously held positions at The Vanguard Group, Inc, University Of South Carolina, Rock Bottom Brewing Company, Bellhops Moving Company, and Centaurus Financial Inc. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina, Texas, and Virginia. Currently, John is part of Vanguard Advisers, Inc, which operates out of Charlotte, North Carolina. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

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

$333,066,527,268

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

2,107

NC Average: 41
Total Number of Accounts

804,462

NC Average: 3,342
Average Account Size

$414,024

NC Average: $4,737,880

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

John Patrick West Work History

2018 - Present (6 years)

The Vanguard Group, Inc

2017 - 2018 (1 year)

Centaurus Financial Inc

2015 - 2017 (2 years)

Bellhops Moving Company

2014 - 2014 (< 1 year)

Rock Bottom Brewing Company

2013 - 2017 (4 years)

University Of South Carolina

Disclosures

Please visit the SEC profile of John Patrick West to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanguard Advisers, Inc

Carlos Benitez
Plano, TX
Jonathan Covington
Plano, TX
Justin Nnabuife
Plano, TX
Armand Noor
Malvern, PA
John Mackowski
Malvern, PA
Colin Sullivan
Malvern, PA
Michael Guaman
Plano, TX
Christopher Horton
Malvern, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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