Jonathan Michael Matty
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.
- Vanguard Advisers, Inc.May 2023 to now
- The Vanguard Group, Inc.May 2023 to now
- Vanguard Marketing CorporationMay 2023 to now
- UnemployedDec 2022 to May 2023
- Contemporary Staffing SolutionsApr 2022 to Dec 2022
- De Lage LandenNov 2020 to Apr 2022
- Contemporary Staffing SolutionsNov 2019 to Nov 2020
- UnemployedMay 2019 to Nov 2019
- De Lage LandenMay 2018 to Aug 2018
- Penn State UniversityAug 2015 to May 2019
- Jems DeliMay 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7722805
- Firm CRD
- 106715