Jon Robert Fenton

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

• 04/2013 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2026 → Present
  Mallard Creek High School
  Charlotte, NC
• 06/2018 → 02/2026
  I Like Pig Buttz & More
  Charlotte, NC
• 12/2021 → Present
  Jon'S Bourbon And Bags Review
  Charlotte, NC
• 04/2013 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2019-12-02 → 2024-12-31
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: JON'S BOURBON AND BAGS REVIEW NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: VLOG POSITION: OWNER START DATE: 12/2021 APPROXIMATE HOURS/MONTH: 6 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REVIEWS NAME OF BUSINESS: MALLARD CREEK HIGH SCHOOL NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: SPORTS POSITION: COACH START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 12 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: COACH SOCCER

Exams

• S66 Uniform Combined State Law Examination
  2019-11-20
• S63 Uniform Securities Agent State Law Examination
  2013-05-07