Jackson Joshua Klein
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.Jun 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- Lauren Taylor Inc.Dec 2025 to Mar 2026
- Total Solutions Enterprise, LLCJun 2025 to Jun 2026
- Halls ChophouseFeb 2024 to May 2025
- Morgan StanleyJun 2023 to Jul 2023
- United Community Bank, Inc.May 2023 to Jul 2023
- Centaurus Financial, Inc.Jan 2023 to Dec 2023
- University of South CarolinaAug 2021 to May 2025
- Swim Club Management GroupMay 2019 to Sep 2022
- Middle Creek High SchoolAug 2017 to Jun 2021
- West Lake Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 66 · Uniform Combined State Law2026
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
- 7735849
- Firm CRD
- 106715