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Jaime Jackson Bell

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7526496

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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

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-29
TX RA APPROVED_RES 2025-10-29
  • NC RA
    APPROVED
    Since 2025-10-29
  • TX RA
    APPROVED_RES
    Since 2025-10-29

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
OrganizationCityStateFromTo
Brookstone Capital Management Durham NC 03/2022 05/2025
H.E. Scheil & Associates, Inc. Durham NC 05/2018 06/2025
The Village Inns Of Blowing Rock Boone NC 07/2016 04/2018
The Vanguard Group, Inc. Charlotte NC 07/2025 Present
Appalachian State University Boone NC 01/2015 08/2019
Vanguard Marketing Corporation Charlotte NC 07/2025 Present
Vanguard Advisers, Inc. Charlotte NC 10/2025 Present
  • 03/2022 → 05/2025
    Brookstone Capital Management
    Durham, NC
  • 05/2018 → 06/2025
    H.E. Scheil & Associates, Inc.
    Durham, NC
  • 07/2016 → 04/2018
    The Village Inns Of Blowing Rock
    Boone, NC
  • 07/2025 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2015 → 08/2019
    Appalachian State University
    Boone, NC
  • 07/2025 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 10/2025 → Present
    Charlotte, NC
Previous Registrations
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: ACCIDENT, HEALTH & SICKNESS INSURANCE LICENSE POSITION: N/A START DATE: 06/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: LONG-TERM CARE & MEDICARE SUPPLEMENT INSURANCE LICENSE POSITION: N/A START DATE: 06/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: LIFE & ANNUITY INSURANCE LICENSE POSITION: N/A START DATE: 08/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-23
S65 Uniform Investment Adviser Law Examination 2022-02-28
  • S63 Uniform Securities Agent State Law Examination
    2025-10-23
  • S65 Uniform Investment Adviser Law Examination
    2022-02-28
Other Names
  • Jamie Jackson Bell
  • Jaime J Bell
  • Jaime Bell
  • Jamie J Bell
  • Jamie Bell

View on SEC IAPD

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