Johnathan Kevon Samuel Patterson

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

• 08/2020 → 02/2024
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2020 → 08/2020
  Pnc Bank
  Greenville, SC
• 12/2019 → 01/2020
  Td Bank
  Greenville, SC
• 07/2019 → 12/2019
  Waffle House
  Travelers Rest, SC
• 06/2019 → 03/2023
  Self Employed
  Cherryville, NC
• 02/2018 → 05/2019
  Bank Of America
  Mauldin, SC
• 08/2012 → 02/2018
  Wells Fargo
  Travelers Rest, SC
• 07/2020 → 08/2022
  Self-Employed
  Cherryville, NC
• 10/2020 → 03/2023
  Quality Consumables Llc
  Greenville, SC
• 01/2020 → 08/2022
  Total System Services, Inc.
  Cherryville, NC
• 09/2022 → 12/2024
  Electronic Merchant Systems
  Cherryville, NC
• 09/2022 → 12/2024
  Merchant Agents, Llc
  Cherryville, NC
• 11/2023 → 12/2024
  Rj Patterson Properties Llc
  Cherryville, NC
• 02/2024 → 07/2024
  Equitable Advisors, Llc
  Charlotte, NC
• 07/2024 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Charlotte, NC
• 07/2024 → 01/2026
  Bank Of America, N.A.
  Charlotte, NC
• 01/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 07/2021 → 04/2023
  Devry University - Charlotte
  Charlotte, NC
• 09/2022 → Present
  Self-Employed
  Charlotte, NC

Previous Registrations

• 2024-08-28 → 2026-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 2024-02-27 → 2024-07-09
  Equitable Advisors, Llc
  Charlotte, NC
• 2021-01-04 → 2024-02-14
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: ELECTRONIC PAYMENT SYSTEM POSITION: CONTRACTED WITH KURV PAY START DATE: 09/2022 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: INSURANCE LICENSE POSITION: N/A START DATE: 02/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2020-10-27

Other Names

• John Kevon Patterson
• John Patterson
• Johnathan Patterson
• Johnathan Kevon Samuel Patterson
• Johnathan Kevon Patterson
• Johnathan K Patterson