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Jessica Gentile Lipinski

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7370575

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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
NJ RA APPROVED 2024-01-08
SC RA APPROVED 2023-10-02
CT RA APPROVED 2022-12-07
NC RA APPROVED 2022-08-08
TX RA APPROVED 2022-08-08
  • NJ RA
    APPROVED
    Since 2024-01-08
  • SC RA
    APPROVED
    Since 2023-10-02
  • CT RA
    APPROVED
    Since 2022-12-07
  • NC RA
    APPROVED
    Since 2022-08-08
  • TX RA
    APPROVED
    Since 2022-08-08

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
Clemson University Honors College Clemson SC 01/2020 05/2022
Ranstad Us, L.P. Charlotte NC 06/2021 08/2021
Coopersurgical, Inc. Trumbull CT 05/2019 08/2020
Clemson Campus Recreation Clemson SC 01/2019 04/2019
Clemson University Clemson SC 08/2018 05/2022
Trumbull High School Trumbull CT 08/2014 06/2018
Vanguard Marketing Corporation Charlotte NC 06/2022 Present
Vanguard Advisers, Inc. Charlotte NC 08/2022 Present
  • 06/2022 → Present
    The Vanguard Group, Inc
    Charlotte, NC
  • 01/2020 → 05/2022
    Clemson University Honors College
    Clemson, SC
  • 06/2021 → 08/2021
    Ranstad Us, L.P.
    Charlotte, NC
  • 05/2019 → 08/2020
    Coopersurgical, Inc.
    Trumbull, CT
  • 01/2019 → 04/2019
    Clemson Campus Recreation
    Clemson, SC
  • 08/2018 → 05/2022
    Clemson University
    Clemson, SC
  • 08/2014 → 06/2018
    Trumbull High School
    Trumbull, CT
  • 06/2022 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 08/2022 → Present
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-05
  • S66 Uniform Combined State Law Examination
    2022-08-05
Other Names
  • Jess Lipinski
  • Jessica Lipinski

View on SEC IAPD

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