Karson Jay Petrie
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
1 stateRegistered 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.Jul 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- Txp CapitalOct 2024 to Aug 2025
- Texas Tech UniversityAug 2021 to Dec 2025
- Springhill Suites By MarriottAug 2020 to May 2021
- Self-employedSep 2019 to Jun 2023
- Arlington Heights High SchoolAug 2017 to Jun 2021
- Monnig Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8213538
- Firm CRD
- 106715