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Jonathan Pike Woolley

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-09-23
TX RA APPROVED_RES 2020-09-23
  • PA RA
    APPROVED
    Since 2020-09-23
  • TX RA
    APPROVED_RES
    Since 2020-09-23

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Red Bank NJ 06/2013 08/2020
The Vanguard Group, Inc. Malvern PA 08/2020 Present
Vanguard Marketing Corporation Malvern PA 08/2020 Present
Liberty Trailer Rentals, Llc Phoenixville PA 10/2025 Present
Vanguard Advisers, Inc. Malvern PA 08/2020 Present
  • 06/2013 → 08/2020
    Ameriprise Financial Services, Inc.
    Red Bank, NJ
  • 08/2020 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2020 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 10/2025 → Present
    Liberty Trailer Rentals, Llc
    Phoenixville, PA
  • 08/2020 → Present
    Malvern, PA
Previous Registrations
  • 2013-07-02 → 2020-08-19
    Red Bank, NJ
  • 2012-10-01 → 2013-06-24
    Red Bank, NJ
    Middletown, NJ
    Red Bank, NJ
  • 2007-03-30 → 2012-10-01
    Chase Investment Services Corp.
    Red Bank, NJ
    Red Bank, NJ
    Long Branch, NJ
    Long Branch, NJ
    Deal, NJ
    Woodbridge, NJ
    Middletown, NJ
    West Paterson, NJ
    Manasquan, NJ
Other Businesses

NAME OF BUSINESS: LIBERTY TRAILER RENTALS, LLC NON-INVESTMENT-RELATED ADDRESS: PHOENIXVILLE, PA NATURE OF BUSINESS: RENTAL SERVICES POSITION: OWNER START DATE: 10/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF TRAILER RENTAL BUSINESS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-03
S63 Uniform Securities Agent State Law Examination 2004-04-27
  • S66 Uniform Combined State Law Examination
    2004-09-03
  • S63 Uniform Securities Agent State Law Examination
    2004-04-27
Other Names
  • Jonathan Pike Woolley
  • F Jonathan Woolley
  • F Jonathan P Woolley
  • Frank Jonathan Pike Woolley

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