Jonathan
Wormley

Vanguard Advisers Inc

CRD#6105150
Investment Advisor
in Charlotte, NC
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About this Advisor

Jonathan Wormley is a certified financial planner working out of Charlotte, North Carolina, who has been in the financial industry for 11 years. Wormley is an advisor for Vanguard Advisers Inc. Throughout their career, Wormley has worked at Cheyney University Of Pennsylvania, The Vanguard Group, Inc, Davita Dialysis, Comcast / New Era Patron Solutions and West Chester University. Wormley holds a Series 63 license, qualifying them as a securities broker, and is registered to work in North Carolina, Pennsylvania and Texas. Vanguard Advisers Inc is a financial advisory company that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 people on staff. It oversees $151 billion in assets among its 661,667 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 583 charities and foundations. Of its 661,667 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. Vanguard Advisers Inc offers 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. Fees charged by financial advisors vary depending on the type of financial services provided. Fee types charged by Vanguard Advisers Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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

Jonathan Wormley Work History

Jonathan has 11 years of experience.

2012 - Present (7 years)

The Vanguard Group, Inc

2012 - 2012 (0 years)

Davita Dialysis

2009 - 2012 (3 years)

Cheyney University Of Pennsylvania

2009 - 2012 (3 years)

Comcast / New Era Patron Solutions

2007 - 2009 (2 years)

West Chester University

Disclosures

Jonathan Wormley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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