Jeffrey Scott Marino
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Nov 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Vanguard Marketing CorporationJul 2025 to now
- National Service BureauMar 2025 to Apr 2025
- Zia Record ExchangeDec 2023 to Jan 2024
- Cox Enterprises, Inc.Aug 2018 to Dec 2024
- UnemployedSep 2017 to Jul 2018
- American ExpressJul 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8104136
- Firm CRD
- 106715