Vanguard Advisers Inc
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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
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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.
The Vanguard Group, Inc
Cheyney University Of Pennsylvania
Comcast / New Era Patron Solutions
West Chester University
Jonathan Wormley has no disclosures.
Please visit their SEC profile for more details.