Joseph Foster Parsons

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

• 03/2016 → 09/2016
  Bdc Capital Management, Inc.
  Glen Allen, VA
• 11/2016 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2016-04-06 → 2016-09-15
  Bdc Capital Management, Inc.
  Glen Allen, VA

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: POA FOR GRANDPARENT INVESTMENT-RELATED: ADDRESS: HUNTERSVILLE, NC START DATE: 2/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 NAME OF BUSINESS: Agent - spouse INVESTMENT-RELATED: ADDRESS: HUNTERSVILLE, NC START DATE: 8/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-12-30
• S65 Uniform Investment Adviser Law Examination
  2016-04-06

Other Names

• Joe Foster Parsons