Jayson Lee Allsbrook

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

• 05/2017 → 08/2017
  Heritage Wealth Advisors
  Richmond, VA
• 05/2016 → 01/2017
  Mercedes Benz Of Midlothian
  Midlothian, VA
• 08/2014 → 05/2018
  Virginia Tech
  Blacksburg, VA
• 06/2018 → 04/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 04/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2018-07-31

Other Names

• Jayson Lee Allsbrook
• Jayson Allsbrook