Jonathon Scott Lynn

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

Authority	Category	Status	Date
SC	RA	APPROVED	2023-01-11
NC	RA	APPROVED	2022-11-21
TX	RA	APPROVED_RES	2017-03-02
AZ	RA	APPROVED	2017-03-01

SC RA
APPROVED

Since 2023-01-11
NC RA
APPROVED

Since 2022-11-21
TX RA
APPROVED_RES

Since 2017-03-02
AZ RA
APPROVED

Since 2017-03-01

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	08/2011	Present
Self-Employed	San Francisco	CA	02/2024	03/2024
Vanguard Marketing Corporation	Charlotte	NC	08/2011	Present
Chicken Dude, Llc	Tega Cay	SC	11/2025	Present

08/2011 → Present

The Vanguard Group, Inc.

Charlotte, NC
02/2024 → 03/2024

Self-Employed

San Francisco, CA
08/2011 → Present

Vanguard Marketing Corporation

Charlotte, NC
11/2025 → Present

Chicken Dude, Llc

Tega Cay, SC

Other Businesses

NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TEGA CAY, SC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 3/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TEGA CAY, SC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 3/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TEGA CAY, SC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 3/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TEGA CAY, SC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 3/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TEGA CAY, SC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 3/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT RELATED ADDRESS: TEGA CAY, SC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 4/2024 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: CHICKEN DUDE, LLC INVESTMENT-RELATED ADDRESS: TEGA CAY, SC NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 11/2025 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-09-20

S63 Uniform Securities Agent State Law Examination

2011-09-20

Designations

Certified Financial Planner

View on SEC IAPD