Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Fenton is a registered investment advisor representative with Vanguard Advisers, Inc. Jon has been in the financial services industry since April 2013. Jon is registered with the state of North Carolina. Jon has passed the Series 7, Series 63, Series 66, and SIE exams. Jon has specialized in 1, 4, 5, 6, and 10. Jon is also the owner of a restaurant called "I Like Pig Buttz & More" and a vlog called "Jon's Bourbon and Bags Review".
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
12/02/2019 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BOTH
Issued 11/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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