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Jhair Urbina-delgado

Vanguard Advisers, Inc.

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About Jhair Urbina-delgado

Jhair Urbina-delgado is an investment advisor representative registered with Vanguard Advisers, Inc. Jhair Urbina-delgado holds the following securities licenses: Series 63, Series 66, Series 7TO and SIE. Jhair Urbina-delgado has been working in the financial industry for over 10 years. Jhair Urbina-delgado is also registered as an investment advisor representative in 53 states. Jhair Urbina-delgado is employed with Vanguard Advisers, Inc. and is also employed with The Vanguard Group, Inc.

Firm Information

Jhair Urbina-delgado 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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Jhair Urbina-delgado’s Registration & Firm History

NC

08/22/2024 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 08/19/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jhair Urbina-delgado.
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