James Weldon Sartain
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
1 stateRegistered 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.Feb 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- Grayfin Ventures LLCJun 2021 to now
- Texas Growler LLCSep 2013 to now
- Self-employedAug 2024 to Feb 2026
- Self-employedSep 2023 to Jun 2024
- Boston Consulting GroupJul 2021 to Jan 2023
- Grayfin Consulting and InvestmentsJul 2017 to Jul 2021
- Ericsson IncOct 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7804782
- Firm CRD
- 106715