Jason Joseph Robinson
Investment adviser representative at Vanguard Advisers, Inc.
19 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
19 years in the industry.
- Vanguard Advisers, Inc.Dec 2024 to now
- The Vanguard Group, Inc.Oct 2024 to now
- FinraNov 2019 to now
- Abide Consulting Group LLCOct 2023 to Oct 2024
- Morgan Stanley Smith Barney LLCApr 2022 to Aug 2023
- University of ArizonaAug 2017 to May 2019
- United Services Automobile Association (USAA)Nov 2005 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
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
- 4940739
- Firm CRD
- 106715