Joshua Jackson Brumbach
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.Sep 2024 to now
- The Vanguard Group, Inc.Jun 2024 to now
- Vanguard Marketing CorporationJun 2024 to now
- RandstadMay 2023 to Aug 2023
- Cannon Financial Strategists, Inc.Jun 2022 to Aug 2022
- University of GeorgiaAug 2020 to May 2024
- Delaney's BistroMay 2020 to Aug 2021
- The BrickDec 2017 to May 2020
- Glynn AcademyAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7715216
- Firm CRD
- 106715