Jonathan
Axtell

Vanguard Advisers Inc

CRD#3094664
Investment Advisor
in Charlotte, NC
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About this Advisor

Jonathan Axtell is a certified financial planner who is based out of Charlotte, North Carolina. Currently a registered advisor at Vanguard Advisers Inc, Axtell has 20 years of professional experience. Axtell holds a Series 63 license, qualifying the advisor as a securities broker. Axtell is registered to advise investors in North Carolina and Texas. Axtell has spent their whole career at Vanguard Advisers Inc. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and operates out of three other offices throughout the United States. Overall, Vanguard Advisers Inc manages $151 billion in assets throughout 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 financial advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Vanguard Advisers Inc provides 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

Series 63, Certified Financial Planner

Years of Experience

20 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 Suite 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

Jonathan Axtell Work History

Jonathan has 20 years of experience.

1998 - Present (21 years)

The Vanguard Group, Inc

Disclosures

Jonathan Axtell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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