Aaron James Beasley
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
3 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.Jan 2026 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Self-employedMar 2025 to now
- Bankers Life SecurityOct 2024 to Sep 2025
- Bankers Life & Causality LLCJun 2023 to Sep 2025
- Jr CapitalJul 2022 to May 2023
- Paradise Home MortgageMar 2022 to Jul 2022
- Jfq LendingJun 2021 to Mar 2022
- Quicken LoansJul 2019 to Jun 2021
- UnemployedJan 2019 to Jul 2019
- Purdue UniversityAug 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (AZ, IN, 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
- 7992276
- Firm CRD
- 106715