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Jackson Calhoun Graham

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7362017

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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
NC RA APPROVED 2025-08-05
TX RA APPROVED 2025-08-05
  • NC RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2025-08-05

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 06/2022 Present
Westminster Christian Academy Huntsville AL 01/2012 05/2018
University Of Alabama Tuscaloosa AL 08/2018 05/2022
Blue Plate Cafe Huntsville AL 05/2019 06/2019
Duluth Trading Company Madison AL 11/2020 01/2021
The Cottages At Lake Tamaha Huntsville AL 06/2021 12/2021
Vanguard Marketing Corporation Charlotte NC 06/2022 Present
Vanguard Advisers, Inc. Charlotte NC 08/2025 Present
  • 06/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2012 → 05/2018
    Westminster Christian Academy
    Huntsville, AL
  • 08/2018 → 05/2022
    University Of Alabama
    Tuscaloosa, AL
  • 05/2019 → 06/2019
    Blue Plate Cafe
    Huntsville, AL
  • 11/2020 → 01/2021
    Duluth Trading Company
    Madison, AL
  • 06/2021 → 12/2021
    The Cottages At Lake Tamaha
    Huntsville, AL
  • 06/2022 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 08/2025 → Present
    Vanguard Advisers, 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
S66 Uniform Combined State Law Examination 2025-08-04
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Jackson Graham

View on SEC IAPD

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