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Jaime Jackson Bell

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.

  1. Vanguard Advisers, Inc.Oct 2025 to now
  2. The Vanguard Group, Inc.Jul 2025 to now
  3. Vanguard Marketing CorporationJul 2025 to now
  4. Brookstone Capital ManagementMar 2022 to May 2025
  5. H.E. Scheil & Associates, Inc.May 2018 to Jun 2025
  6. The Village Inns of Blowing RockJul 2016 to Apr 2018
  7. Appalachian State UniversityJan 2015 to Aug 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 63 · Uniform Securities Agent State Law2025

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
7526496
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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