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Jenny Marie Shaughnessy

Investment adviser representative at Vanguard Advisers, Inc.
18 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

18 years in the industry.

  1. Vanguard Advisers, Inc.Jan 2024 to now
  2. The Vanguard Group, Inc.Aug 2023 to now
  3. Vanguard Marketing CorporationAug 2023 to now
  4. Randstad Us, LLCApr 2023 to Jun 2023
  5. Substitute Teacher Service, IncSep 2016 to Apr 2023
  6. Jdr Fixtures, Inc.Jul 2008 to Jul 2023

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7725842
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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