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Jared Brandon Mullis

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7542937

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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 2025-08-21
TX RA APPROVED 2025-08-21
  • NC RA
    APPROVED
    Since 2025-08-21
  • TX RA
    APPROVED
    Since 2025-08-21

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • 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. Charlotte NC 06/2022 Present
Unemployed Monroe NC 02/2022 06/2022
Sealing Agents Indian Trail NC 03/2021 02/2022
Nerdstogo - South Charlotte Indian Land SC 06/2019 01/2021
Headrick Outdoor Media Charlotte NC 04/2015 02/2018
Unemployed Charlotte NC 01/2018 06/2019
  • 06/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 02/2022 → 06/2022
    Unemployed
    Monroe, NC
  • 03/2021 → 02/2022
    Sealing Agents
    Indian Trail, NC
  • 06/2019 → 01/2021
    Nerdstogo - South Charlotte
    Indian Land, SC
  • 04/2015 → 02/2018
    Headrick Outdoor Media
    Charlotte, NC
  • 01/2018 → 06/2019
    Unemployed
    Charlotte, NC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-12
S63 Uniform Securities Agent State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2025-08-12
  • S63 Uniform Securities Agent State Law Examination
    2022-09-30
Other Names
  • Jared Mullis

View on SEC IAPD

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