Joseph Colton Taylor
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Aug 2025 to now
- The Vanguard Group, Inc.Jun 2025 to now
- Vanguard Marketing CorporationJun 2025 to now
- Self-employedMay 2024 to Jun 2025
- J.P. Morgan Securities LLCJul 2023 to May 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to May 2024
- Temple UniversityAug 2019 to May 2021
- Express, LLCSep 2018 to Jun 2019
- Self-employedApr 2018 to Jun 2023
- Home Depot Inc.Apr 2018 to May 2018
- UnemployedMar 2018 to Mar 2018
- Harrisburg Area Community CollegeAug 2017 to Aug 2019
- AmazonOct 2016 to Feb 2018
- Mayapple Golf CourseFeb 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6943217
- Firm CRD
- 106715