John Logan Walker

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	2024-05-31
TX	RA	APPROVED	2024-05-31

NC RA
APPROVED

Since 2024-05-31
TX RA
APPROVED

Since 2024-05-31

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	06/2017	Present
Self-Employed	Charlotte	NC	06/2015	08/2026
Gardner-Webb University	Boiling Springs	NC	01/2014	05/2017
Gardner-Webb University	Boiling Springs	NC	08/2014	05/2017
Gardner-Webb University	Boiling Springs	NC	08/2014	05/2017
Gardner-Webb University	Boiling Springs	NC	08/2013	05/2017
The Wise Money Manager (Website)	Huntersville	NC	04/2016	03/2017
Self Employed	Birmingham	AL	08/2017	05/2023
Self-Employed	Charlotte	NC	02/2021	05/2024
Self-Employed	Charlotte	NC	06/2020	Present
Amazon	Charlotte	NC	09/2021	10/2021
Self-Employed	Charlotte	NC	10/2021	05/2024
Self-Employed	Charlotte	NC	05/2025	Present
Self-Employed	Charlotte	NC	06/2015	08/2026
Vanguard Marketing Corporation	Charlotte	NC	06/2017	Present
Vanguard Advisers, Inc.	Charlotte	NC	05/2024	Present

06/2017 → Present

The Vanguard Group, Inc.

Charlotte, NC
06/2015 → 08/2026

Self-Employed

Charlotte, NC
01/2014 → 05/2017

Gardner-Webb University

Boiling Springs, NC
08/2014 → 05/2017

Gardner-Webb University

Boiling Springs, NC
08/2014 → 05/2017

Gardner-Webb University

Boiling Springs, NC
08/2013 → 05/2017

Gardner-Webb University

Boiling Springs, NC
04/2016 → 03/2017

The Wise Money Manager (Website)

Huntersville, NC
08/2017 → 05/2023

Self Employed

Birmingham, AL
02/2021 → 05/2024

Self-Employed

Charlotte, NC
06/2020 → Present

Self-Employed

Charlotte, NC
09/2021 → 10/2021

Amazon

Charlotte, NC
10/2021 → 05/2024

Self-Employed

Charlotte, NC
05/2025 → Present

Self-Employed

Charlotte, NC
06/2015 → 08/2026

Self-Employed

Charlotte, NC
06/2017 → Present

Vanguard Marketing Corporation

Charlotte, NC
05/2024 → Present

Vanguard Advisers, Inc.

Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 06/2020 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FOOD DELIVERY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: PET SITTING POSITION: CONTRACTED WITH ROVER START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PET SITTING

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-07-26

S63 Uniform Securities Agent State Law Examination

2017-07-26

Designations

Certified Financial Planner

Other Names

John Logan Walker
John Walker

View on SEC IAPD