Jacob Ross Dunn
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
3 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.
- Mygolflinks, LLCJun 2026 to now
- Best Crowd ManagementJul 2024 to now
- Vanguard Advisers, Inc.Oct 2023 to now
- The Vanguard Group, Inc.Jun 2022 to now
- Vanguard Marketing CorporationJun 2022 to now
- Trash FairiesJun 2026 to Aug 2026
- Hornets Sports and EntertainmentAug 2022 to Jun 2026
- Tipton Municipal Golf CourseJun 2022 to Aug 2022
- First Merchants BankMay 2021 to Aug 2021
- Agreliant Genetics (agrigold)May 2020 to Aug 2020
- Purdue University Recreation and WellnessJan 2020 to May 2022
- Purdue UniversityAug 2019 to May 2022
- City of TiptonMay 2019 to Aug 2019
- City of TiptonMay 2017 to Aug 2017
- Tipton High SchoolAug 2015 to May 2019
- Beck's HybridsMay 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (IN, 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
- 7559546
- Firm CRD
- 106715