James Fredrick Green
Investment adviser representative at Vanguard Advisers, Inc.
14 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
14 years in the industry.
- Vanguard Advisers, Inc.Jan 2025 to now
- The Vanguard Group, Inc.May 2023 to now
- Vanguard Marketing CorporationMay 2023 to now
- Equitable Advisors, LLCAug 2022 to Apr 2023
- UnemployedMay 2022 to Jul 2022
- Widener University Small Business Development CenterMay 2021 to May 2022
- Widener UniversityJul 2017 to Jul 2021
- Abington Friends SchoolJul 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MD, 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
- 7610482
- Firm CRD
- 106715