Peter Jay
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Peter Jay? Claim your profile
Contact this firm
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.
- Self-employedMay 2026 to now
- Vanguard Advisers, Inc.Feb 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- Amazing GrazingOct 2013 to now
- Bank of America, N.A.Sep 2024 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Jan 2026
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7977090
- Firm CRD
- 106715