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Jacob Charles Carr

Vanguard Advisers, Inc.

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About Jacob Charles Carr

Jacob Carr is a financial professional with over five years of experience in the industry. Jacob currently holds the Series 7, Series 66 and SIE licenses and is registered in North Carolina, South Carolina, and Texas. Jacob has worked with a variety of firms in the past including LPL Financial LLC, Cetera Advisor Networks LLC and now is working at Vanguard Advisers, Inc. Jacob is also a Certified Financial Planner (CFP) professional. Jacob is licensed to sell life, accident and health insurance in North Carolina. Jacob focuses on providing financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Jacob Carr is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Carr’s Registration & Firm History

NC

09/01/2022 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

SC

11/14/2018 - 08/12/2022

LPL FINANCIAL LLC (ROCK HILL SC)

SC

06/15/2017 - 11/19/2018

CETERA ADVISOR NETWORKS LLC (ROCK HILL SC)

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Licenses & Designations

BOTH

Issued 07/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Charles Carr.
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