Jacob
Kavinsky
Vanguard Advisers, Inc
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About this Advisor
Jacob Kavinsky is a financial advisor who works out of Plano, Texas who has 3 years of relevant experience. Kavinsky is an advisor for Vanguard Advisers, Inc. Over the course of their career, they have held roles at Edward Jones, Gogebic Country Club, Dunhams Sports, University Of Wisconsin Eau Claire, Michigan Technoligiacal University, Burton Industries, Mcdonald'S, Primerica Financial Services, The Vanguard Group, Inc, Aecom Technical Services, University Of Wisconsin and Luther L. Wright. Kavinsky has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and Texas. Vanguard Advisers, Inc is a financial advisory firm operating out of Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 people on staff. It handles $299 billion in total assets among its 634,470 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 958 charitable organizations. Of its 634,470 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a broad set 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. Financial management fees depend on which services the firm provides the client. However, fee types billed by Vanguard Advisers, Inc likely consist of 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
Jacob Kavinsky Work History
Jacob has been registered as a financial advisor for 3 years.*
The Vanguard Group, Inc
Aecom Technical Services
Edward Jones
Dunhams Sports
University Of Wisconsin Eau Claire
Primerica Financial Services
University Of Wisconsin
Gogebic Country Club
Michigan Technoligiacal University
Burton Industries
Mcdonald'S
Luther L. Wright
*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 Jacob Kavinsky 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
Malvern, PA
Malvern, PA
Scottsdale, AZ
Charlotte, NC
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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