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Jason Maxfield Chesney

Vanguard Advisers, Inc.

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About Jason Maxfield Chesney

Jason Maxfield Chesney is a registered Investment Advisor Representative (IAR) with Vanguard Advisers, Inc. based in Scottsdale, Arizona. Jason is also a registered representative with the firm and holds the Series 63, Series 65, and Series 7 securities licenses. Jason's experience in the financial services industry began in 2014 and has focused on providing financial planning, portfolio management services, and investment management for individuals and pooled investment vehicles. Jason is also the owner of The Pristine Group, LLC, a bookkeeping service for small businesses, which he has operated since 2015.

Firm Information

Jason Chesney 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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Jason Chesney’s Registration & Firm History

AZ

11/13/2018 - Present

Vanguard Advisers, Inc. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 11/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Maxfield Chesney.
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