Jameson David Funk
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Build Wealth Partners LLCSep 2025 to now
- Vanguard Advisers, Inc.Sep 2021 to now
- The Vanguard Group, Inc.Jan 2020 to now
- Vanguard Marketing CorporationJan 2020 to now
- Elevated Financial Advice LLCMar 2024 to Aug 2026
- Self-employedJun 2022 to Mar 2023
- Check CitySep 2015 to Dec 2019
- Utah Valley UniversityAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
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
- 7214831
- Firm CRD
- 106715