James Sperling Wilson
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Nov 2025 to now
- The Vanguard Group, Inc.Jun 2025 to now
- Vanguard Marketing CorporationJun 2025 to now
- Self-employedMar 2023 to now
- The Peninsula ClubMay 2025 to Aug 2025
- Myers Park Country ClubApr 2025 to Dec 2025
- Apex SystemsFeb 2025 to Mar 2025
- Snap OneOct 2023 to Jan 2025
- Naturescape Lawn and Landscape CareAug 2023 to Sep 2023
- Teddy, Meekins & Talbert, PllcMay 2023 to Jun 2023
- Campbell Law SchoolAug 2022 to May 2023
- Bandwidth LLCJun 2021 to Jul 2022
- Finley Golf CourseJun 2019 to Jun 2023
- Chapel Hill Country ClubMay 2019 to Aug 2019
- Cleveland Country ClubMay 2018 to Aug 2018
- Unc-chapel HillAug 2017 to May 2021
- Shelby High SchoolJun 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8022012
- Firm CRD
- 106715