Jaren Scott Kiser

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

• 06/2016 → 01/2019
  Private Client Services (B/D For Uwharrie Investment Advisors)
  Albemarle, NC
• 06/2021 → 11/2024
  Alphastar Capital Management
  Cornelius, NC
• 02/2019 → 05/2021
  Self-Employed
  Locust, NC
• 05/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2024 → 05/2025
  Unemployed
  Midland, NC

Previous Registrations

• 2021-06-22 → 2025-01-21
  Alphastar Capital Management
  Cornelius, NC
• 2016-07-15 → 2019-01-17
  Uwharrie Investment Advisors, Inc.
  Albemarle, NC
• 2012-10-26 → 2016-06-04
  Kiser Planning & Wealth Management, Llc
  Monroe, NC
• 2012-04-06 → 2012-10-26
  Intl Advisory Consultants Inc.
  Concord, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MIDLAND, NC NATURE OF BUSINESS: LIFE INSURANCE LICENSE POSITION: N/A START DATE: 04/2008 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MIDLAND, NC NATURE OF BUSINESS: VARIABLE LIFE AND ANNUITY LICENSE POSITION: N/A START DATE: 08/2009 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MIDLAND, NC NATURE OF BUSINESS: ACCIDENT AND HEALTH OR SICKNESS POSITION: N/A START DATE: 02/2010 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: MIDLAND, NC NATURE OF BUSINESS: MEDICARE SUPPLEMENTS AND LONG-TERM CARE POSITION: N/A START DATE: 08/2019 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-28
• S66 Uniform Combined State Law Examination
  2016-07-08
• S65 Uniform Investment Adviser Law Examination
  2012-04-05

Designations

• Certified Financial Planner

Other Names

• Jaren S Kiser
• Jaren Kiser