Jameson Merlin Howard
Investment adviser representative at Vanguard Advisers, Inc.
13 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
13 years in the industry.
- Vanguard Advisers, Inc.Dec 2025 to now
- The Vanguard Group, Inc.Jul 2023 to now
- Vanguard Marketing CorporationJul 2023 to now
- Self-employedSep 2020 to now
- Member for a DayJan 2021 to Jun 2023
- Historic Downtown Liberty, IncAug 2019 to May 2021
- Self-employedMay 2018 to Sep 2019
- Dick's Sporting GoodsNov 2017 to May 2018
- Westborough Country ClubMay 2017 to Aug 2019
- William Jewell CollegeAug 2016 to May 2020
- Self-employedJul 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7760058
- Firm CRD
- 106715