Jordan David Johnston
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Vanguard Advisers, Inc.Jun 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- Southern New Hampshire UniversityNov 2023 to Jan 2026
- J.P. Morgan Securities, LLCApr 2019 to Jun 2026
- JPMorgan Chase Bank, N.A.Apr 2019 to Jun 2026
- Nylife Securities LLCJul 2017 to Apr 2019
- New York Life Insurance CompanyJul 2017 to Mar 2019
- Edward JonesOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6713975
- Firm CRD
- 106715