James Sperling Wilson

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

• 06/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2025 → 12/2025
  Myers Park Country Club
  Charlotte, NC
• 05/2025 → 08/2025
  The Peninsula Club
  Charlotte, NC
• 02/2025 → 03/2025
  Apex Systems
  Charlotte, NC
• 10/2023 → 01/2025
  Snap One
  Charlotte, NC
• 08/2023 → 09/2023
  Naturescape Lawn And Landscape Care
  Raleigh, NC
• 05/2023 → 06/2023
  Teddy, Meekins & Talbert, Pllc
  Shelby, NC
• 08/2022 → 05/2023
  Campbell Law School
  Raleigh, NC
• 06/2021 → 07/2022
  Bandwidth Llc
  Raleigh, NC
• 06/2019 → 06/2023
  Finley Golf Course
  Chapel Hill, NC
• 08/2017 → 05/2021
  Unc-Chapel Hill
  Chapel Hill, NC
• 05/2019 → 08/2019
  Chapel Hill Country Club
  Chapel Hill, NC
• 05/2018 → 08/2018
  Cleveland Country Club
  Shelby, NC
• 06/2015 → 06/2017
  Shelby High School
  Shelby, NC
• 01/2025 → Present
  Self-Employed
  Greensboro, NC
• 03/2023 → Present
  Self-Employed
  Huntersville, NC
• 06/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: SPORTS OFFICIAL POSITION: CONTRACTED WITH NORTH CAROLINA REFEREE SOCCER ASSOCIATION START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OFFICIATE ADULT, CLUB, AND YOUTH SOCCER GAMES NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: SPORTS OFFICIAL POSITION: CONTRACTED WITH DRAGONFLY ATHLETICS LLC START DATE: 03/2023 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OFFICIATE COLLEGE, HIGH SCHOOL, AND MIDDLE SCHOOL SOCCER MATCHES

Exams

• S66 Uniform Combined State Law Examination
  2025-11-05

Other Names

• Jay Wilson
• James S Wilson
• James S Wilson
• James Wilson