Jonathan Keith Britt
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
3 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
11 years in the industry.
- Retromage LLCAug 2024 to now
- Vanguard Advisers, Inc.Nov 2022 to now
- The Vanguard Group, Inc.Oct 2022 to now
- Self-employedNov 2023 to Aug 2024
- J.W. Cole Advisors, Inc.Apr 2022 to Sep 2022
- J.W. Cole Financial, Inc.Apr 2022 to Sep 2022
- Facet WealthSep 2021 to Mar 2022
- Dipaolo FinancialJun 2021 to Jul 2021
- Dipaolo Financial Group, Inc.Jun 2021 to Jul 2021
- Fisher InvestmentsMay 2020 to Apr 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to May 2020
- Fidelity Brokerage Services LLCDec 2017 to May 2020
- Fidelity InvestmentsDec 2017 to May 2020
- Edward JonesMar 2016 to Sep 2017
- Purdue University GlobalJun 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 6624185
- Firm CRD
- 106715