James Andrew Mitchell
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Best BuyApr 2026 to now
- Vanguard Advisers, Inc.Feb 2025 to now
- The Vanguard Group, Inc.Feb 2025 to now
- Vanguard Marketing CorporationFeb 2025 to now
- Self-employedDec 2024 to now
- UnemployedMay 2024 to Dec 2024
- Charles Schwab & Co., Inc.May 2020 to May 2024
- Charles Schwab Bank, SsbMay 2020 to May 2024
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, Inc.Jul 2013 to May 2020
- USAA Financial Planning ServicesJul 2013 to May 2020
- Self-employedMar 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3118512
- Firm CRD
- 106715