Peter Jay

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

• 10/2018 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
• 10/2013 → Present
  Amazing Grazing
  Wills Point, TX
• 09/2024 → 01/2026
  Bank Of America, N.A.
  Frisco, TX
• 02/2026 → Present
  The Vanguard Group, Inc.
  Plano, TX
• 02/2026 → Present
  Vanguard Marketing Corporation
  Plano, TX
• 05/2026 → Present
  Self-Employed
  Wills Point, TX
• 06/2026 → Present
  Self-Employed
  Wills Point, TX
• 06/2026 → Present
  Self-Employed
  Wills Point, TX
• 02/2026 → Present
  Vanguard Advisers, Inc.
  Plano, TX

Previous Registrations

• 2024-10-03 → 2026-01-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Frisco, TX
  New York, NY
  Dallas, TX
  Richardson, TX

Other Businesses

NAME OF BUSINESS: AMAZING GRAZING NON-INVESTMENT-RELATED ADDRESS: WILLS POINT, TX NATURE OF BUSINESS: FARMING POSITION: OWNER START DATE: 10/2013 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: WILLS POINT, TX NATURE OF BUSINESS: TRANSPORTATION POSITION: CONTRACTED WITH UBER START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRANSPORTATION NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: WILLS POINT, TX NATURE OF BUSINESS: TRANSPORTATION POSITION: CONTRACTED WITH LYFT START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRANSPORTATION NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: WILLS POINT, TX NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-14

Other Names

• Pete Jay