Jack Curtis Schulte
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Jan 2023 to now
- The Vanguard Group, Inc.Mar 2021 to now
- Vanguard Marketing CorporationMar 2021 to now
- UnemployedAug 2020 to Mar 2021
- Amica InsuranceSep 2019 to Aug 2020
- Elon UniversityAug 2018 to Jun 2019
- Pacific Architectural ConceptsJun 2018 to Jul 2018
- Elon UniversityAug 2017 to May 2018
- North Corner HavenJun 2017 to Aug 2017
- Elon UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7356481
- Firm CRD
- 106715