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Jamai Imani Grant

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7374810

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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 2022-05-05
TX RA APPROVED 2022-05-05
  • NC RA
    APPROVED
    Since 2022-05-05
  • TX RA
    APPROVED
    Since 2022-05-05

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
Vanguard Advisers, Inc. Charlotte NC 05/2022 Present
Vanguard Marketing Corporation Charlotte NC 02/2022 Present
Victorias Secret Bronx NY 06/2016 10/2018
Swarovski Bronx NY 11/2018 08/2019
Cococozy New York NY 02/2020 08/2020
Suny Brockport Brockport NY 08/2015 05/2017
Lehman College Bronx NY 09/2017 05/2020
Career Group New York NY 11/2019 01/2020
Ubs Financial Services, Inc Charlotte NC 06/2021 10/2021
Unemployed Bronx NY 08/2020 05/2021
The Vanguard Group, Inc. Charlotte NC 02/2022 Present
Unemployed Charlotte NC 11/2021 01/2022
  • 05/2022 → Present
    Vanguard Advisers, Inc.
    Charlotte, NC
  • 02/2022 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 06/2016 → 10/2018
    Victorias Secret
    Bronx, NY
  • 11/2018 → 08/2019
    Swarovski
    Bronx, NY
  • 02/2020 → 08/2020
    Cococozy
    New York, NY
  • 08/2015 → 05/2017
    Suny Brockport
    Brockport, NY
  • 09/2017 → 05/2020
    Lehman College
    Bronx, NY
  • 11/2019 → 01/2020
    Career Group
    New York, NY
  • 06/2021 → 10/2021
    Ubs Financial Services, Inc
    Charlotte, NC
  • 08/2020 → 05/2021
    Unemployed
    Bronx, NY
  • 02/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 11/2021 → 01/2022
    Unemployed
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-04
  • S66 Uniform Combined State Law Examination
    2022-05-04
Other Names
  • Jamai Grant

View on SEC IAPD

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