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Jason Patrick Wooten

Vanguard Advisers, Inc.

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About Jason Patrick Wooten

Jason Patrick Wooten is a registered representative and investment advisor representative with Vanguard Advisers, Inc. Jason has been in the industry since July 2007. Jason is registered in North Carolina and Texas. Jason has earned his Series 63, Series 66, and Series 7 licenses. Jason has also earned his Series 24 license, which qualifies Jason to act as a principal.

Firm Information

Jason Wooten 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 Wooten’s Registration & Firm History

NC

07/10/2019 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

OH

08/01/2017 - 05/28/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CINCINNATI OH)

OH

02/24/2014 - 05/08/2017

PNC INVESTMENTS (CINCINNATI OH)

TX

10/17/2008 - 02/03/2014

TD AMERITRADE, INC. (THE WOODLANDS TX)

KY

02/08/2007 - 10/09/2008

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 03/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Patrick Wooten.
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