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Jay Frederick Fuller

Vanguard Advisers, Inc.

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About Jay Frederick Fuller

Jay Fuller is a financial professional with over 20 years of experience in the financial services industry. Jay is a registered representative and investment advisor representative with Vanguard Advisers, Inc. Jay has a broad range of experience in the financial services industry, having worked with clients ranging from high-net-worth individuals to corporations. Jay is committed to helping clients achieve their financial goals through a personalized approach to financial planning.

Firm Information

Jay Fuller 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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Jay Fuller’s Registration & Firm History

AZ

08/05/2022 - Present

Vanguard Advisers, Inc. (SCOTTSDALE AZ)

AZ

02/03/2022 - 05/04/2022

BANKERS LIFE SECURITIES, INC. (PHOENIX AZ)

AZ

07/08/2020 - 02/16/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

11/26/2019 - 01/16/2020

FARMERS FINANCIAL SOLUTIONS, LLC (GLENDALE AZ)

CT

05/28/2013 - 12/04/2017

SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)

AZ

09/25/2012 - 05/28/2013

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

AZ

11/29/2006 - 09/20/2012

ALLSTATE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)

NE

05/14/2002 - 09/01/2005

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

MN

03/28/2002 - 05/01/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/28/2002 - 05/01/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NE

02/10/2000 - 10/26/2001

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

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Licenses & Designations

BOTH

Issued 08/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/09/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Frederick Fuller.
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