Jason Robert Bailey

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

Authority	Category	Status	Date
NC	RA	APPROVED	2018-01-04
TX	RA	APPROVED	2018-01-04

NC RA
APPROVED

Since 2018-01-04
TX RA
APPROVED

Since 2018-01-04

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

Organization	City	State	From	To
The Vanguard Group, Inc	Charlotte	NC	09/2015	Present
Baileys Total Home Care	Concord	NC	03/2010	06/2022
Vanguard Marketing Corporation	Charlotte	NC	09/2015	Present

09/2015 → Present

The Vanguard Group, Inc

Charlotte, NC
03/2010 → 06/2022

Baileys Total Home Care

Concord, NC
09/2015 → Present

Vanguard Marketing Corporation

Charlotte, NC

Other Businesses

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-29
S63	Uniform Securities Agent State Law Examination	2015-11-18

S65 Uniform Investment Adviser Law Examination

2017-12-29
S63 Uniform Securities Agent State Law Examination

2015-11-18

Other Names

Jason Bailey

View on SEC IAPD