Jonathan Taylor Crisp

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

• 02/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2024 → 02/2025
  Unemployed
  Falls Church, VA
• 03/2022 → 06/2024
  Btw Global
  Washington, NC
• 08/2021 → 03/2022
  Self-Employed
  Midway Park, NC
• 11/2019 → 05/2020
  Btw Global
  Washington, NC
• 02/2019 → 11/2019
  Self-Employed
  Greenville, NC
• 01/2018 → 02/2019
  Dupont
  Kinston, NC
• 08/2017 → 01/2018
  Fusion Surf & Skate
  Greenville, NC
• 01/2015 → 08/2017
  Cool Tops Inc.
  Belhaven, NC
• 06/2016 → 10/2016
  The Air Doctor, Inc.
  Greenville, NC
• 05/2020 → 10/2020
  Self-Employed
  Plymouth, NC
• 10/2020 → 08/2021
  Self-Employed
  Greenville, NC
• 02/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-04-22

Other Names

• Jonathan T Crisp
• Jon Crisp
• Jonathan Crisp