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Jason Scott Miehle

Vanguard Advisers, Inc.

Charlotte, NC

CRD 5539476

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-04-29
NC RA APPROVED 2012-06-26
TX RA APPROVED 2012-06-26
  • SC RA
    APPROVED
    Since 2020-04-29
  • NC RA
    APPROVED
    Since 2012-06-26
  • TX RA
    APPROVED
    Since 2012-06-26

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • 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
The Vanguard Group, Inc. Charlotte NC 06/2008 Present
  • 06/2008 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-07-01
  • S63 Uniform Securities Agent State Law Examination
    2008-07-01
Designations
  • Certified Financial Planner
Other Names
  • Jason Miehle
  • Jason S Miehle

View on SEC IAPD

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