Jonathan
Britt
Vanguard Advisers, Inc
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About this Advisor
Jonathan Britt is a financial advisor working out of Charlotte, North Carolina who has 1 year of relevant experience. Britt is an advisor for Vanguard Advisers, Inc. The advisor has gained experience at Dollywood, School, Lake City Ph, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, United Insurance, Agl, College Student, Transamerica, Edward Jones, Fidelity Investments, Fisher Investments, Dipaolo Financial, Dipaolo Financial Group, Inc, Coker College Student, Facet Wealth, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, The Vanguard Group, Inc and Purdue University Global. Britt has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina, South Carolina and Texas. Vanguard Advisers, Inc is an advisory company based in Malvern, PA. It has offices in 2,124 locations and a total of 2,124 financial advisors. It manages $299 billion in total assets between its 634,470 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 958 charities and foundations. Of its 634,470 accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. Vanguard Advisers, Inc provides a diverse array 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 for financial management vary depending on the financial services offered. Fee types charged by Vanguard Advisers, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
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 Britt Work History
Jonathan has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Dipaolo Financial
Dipaolo Financial Group, Inc
Facet Wealth
Facet Wealth
Fisher Investments
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Fidelity Investments
Edward Jones
Transamerica
Purdue University Global
Dollywood
United Insurance
Agl
Lake City Ph
College Student
Coker College Student
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Britt 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
Scottsdale, AZ
Charlotte, NC
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
