Jennifer Hoffman Kelly
Investment adviser representative at Vanguard Advisers, Inc.
13 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
13 years in the industry.
- Vanguard Marketing CorporationDec 2025 to now
- Vanguard Advisers, Inc.Jan 2022 to now
- The Vanguard Group, Inc.Nov 2021 to now
- RandstadAug 2021 to Oct 2021
- UnemployedApr 2019 to Jul 2021
- Self-employedJan 2017 to Mar 2019
- UnemployedJul 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7409252
- Firm CRD
- 106715