Jason Robert Osborne

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2020 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 05/2020 → 04/2023
  Self-Employed
  Matthews, NC
• 10/2007 → Present
  Vanguard Marketing Corporation
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: SUNSET BEACH, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 01/2026 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MATTHEWS, NC NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 08/2016 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MONITOR INVESTMENTS & MAKE CLERICAL UPDATES AS NEEDED

Exams

• S66 Uniform Combined State Law Examination
  2019-12-02
• S63 Uniform Securities Agent State Law Examination
  2007-11-27

Other Names

• Jason Osborne