Jaret Lee Tidwell
Investment adviser representative at Vanguard Advisers, Inc.
21 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
21 years in the industry.
- Vanguard Advisers, Inc.Sep 2018 to now
- The Vanguard Group, Inc.Sep 2018 to now
- Vanguard Marketing CorporationSep 2018 to now
- UnemployedFeb 2018 to Sep 2018
- Creative PlanningJan 2017 to Feb 2018
- TIAAMar 2013 to Jan 2017
- TIAA-CREF Individual & Institutional Services, LLCJun 2005 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
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
- 4414800
- Firm CRD
- 106715