Johnathan Kevon samuel Patterson
Investment adviser representative at Vanguard Advisers, Inc.
14 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
14 years in the industry.
- Vanguard Advisers, Inc.Jan 2026 to now
- The Vanguard Group, Inc.Jan 2026 to now
- Vanguard Marketing CorporationJan 2026 to now
- Self EmployedJun 2019 to now
- Bank of America, N.A.Jul 2024 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith Inc.Jul 2024 to Jan 2026
- Equitable Advisors, LLCFeb 2024 to Jul 2024
- Rj Patterson Properties LLCNov 2023 to Dec 2024
- Electronic Merchant SystemsSep 2022 to Dec 2024
- Merchant Agents, LLCSep 2022 to Dec 2024
- Devry University - CharlotteJul 2021 to Apr 2023
- Quality Consumables LLCOct 2020 to Mar 2023
- The Vanguard Group, Inc.Aug 2020 to Feb 2024
- PNC BankFeb 2020 to Aug 2020
- Total System Services, Inc.Jan 2020 to Aug 2022
- TD BankDec 2019 to Jan 2020
- Waffle HouseJul 2019 to Dec 2019
- Bank of AmericaFeb 2018 to May 2019
- Wells FargoAug 2012 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7289181
- Firm CRD
- 106715