Tommie Lynn Jones

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

• 08/2010 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2021 → Present
  Eagles Nest Balintawak
  Rock Hill, SC
• 08/2010 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2026 → Present
  Self-Employed
  Rock Hill, SC

Other Businesses

NAME OF BUSINESS: EAGLES NEST BALINTAWAK NON-INVESTMENT RELATED ADDRESS: Rock Hill, SC NATURE OF BUSINESS: MARTIAL ARTS POSITION: INSTRUCTOR START DATE: 10/2021 APPROX. HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INSTRUCTOR NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: ROCK HILL, SC NATURE OF BUSINESS: APP DEVELOPMENT POSITION: OWNER START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DEVELOP WORKOUT APP, AND APP FOR ANIMAL RESCUES.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-05
• S63 Uniform Securities Agent State Law Examination
  2010-09-07

Other Names

• Tom Jones