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Mark Edward Jones

Investment adviser representative at Vanguard Advisers, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets

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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

16 years in the industry.

  1. Vanguard Adviser's, Inc.Sep 2019 to now
  2. The Vanguard Group, Inc.Sep 2019 to now
  3. Vanguard Marketing CorporationSep 2019 to now
  4. UnemployedJun 2010 to Sep 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001
  • Series 63 · Uniform Securities Agent State Law2019

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
4385578
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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