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James Philip Mcdonald

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-04-27
TX RA APPROVED 2023-04-27
  • PA RA
    APPROVED
    Since 2023-04-27
  • TX RA
    APPROVED
    Since 2023-04-27

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 11/2021 Present
Bb And T Bank West Chester PA 05/2020 10/2021
Wayne Moving And Storage West Chester PA 05/2018 05/2020
Bloomsburg University Bloomsburg PA 08/2015 08/2019
Vanguard Marketing Corporation Malvern PA 11/2021 Present
Vanguard Advisers, Inc. Malvern PA 04/2023 Present
  • 11/2021 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2020 → 10/2021
    Bb And T Bank
    West Chester, PA
  • 05/2018 → 05/2020
    Wayne Moving And Storage
    West Chester, PA
  • 08/2015 → 08/2019
    Bloomsburg University
    Bloomsburg, PA
  • 11/2021 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 04/2023 → Present
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-26
S63 Uniform Securities Agent State Law Examination 2022-03-09
  • S66 Uniform Combined State Law Examination
    2023-04-26
  • S63 Uniform Securities Agent State Law Examination
    2022-03-09
Other Names
  • James Mcdonald

View on SEC IAPD

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JARED IAN HARK
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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

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