Jacob Charles Carr
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
Are you Jacob Charles Carr? Claim your profile
Contact this firm
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.
- Mission EssentialsJan 2026 to now
- Vanguard Advisers, Inc.Aug 2022 to now
- The Vanguard Group, Inc.Aug 2022 to now
- Vanguard Marketing CorporationAug 2022 to now
- LPL Financial LLCNov 2018 to Jul 2022
- Founders Federal Credit UnionMay 2017 to Jul 2022
- Cetera Advisor Networks LLCMay 2017 to Nov 2018
- Carroll Financial AssociatesJul 2016 to May 2017
- Longhorn SteakhouseSep 2015 to Feb 2017
- Winthrop UniversityMay 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6712283
- Firm CRD
- 106715