Richard Bradley Jones
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.
- Self-employedSep 2026 to now
- Vanguard Advisers, Inc.Feb 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- LPL Financial LLCAug 2025 to Jan 2026
- Valor Private Wealth, LLC - dba LPL BusinessAug 2025 to Jan 2026
- Rich Jones State FarmJul 2021 to Jul 2025
- Husson UniversityAug 2020 to Jan 2025
- Mcdonald'sJan 2020 to Jun 2021
- Arrowhead Golf CourseApr 2019 to Oct 2019
- Milton High SchoolAug 2016 to Aug 2020
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
- 8125446
- Firm CRD
- 106715