Jeffrey Paul Corser

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

• 06/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2021 → 08/2021
  Sonoco
  Charlotte, NC
• 05/2019 → 08/2019
  Roanoke College
  Salem, VA
• 03/2016 → 08/2018
  Ace Hardware
  Waxhaw, NC
• 08/2018 → 05/2022
  Roanoke College
  Salem, VA
• 08/2017 → 06/2018
  Fork Union Military Academy
  Fork Union, VA
• 08/2015 → 06/2017
  Covenant Day School
  Matthews, NC
• 06/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 10/2023 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-10-06
• S63 Uniform Securities Agent State Law Examination
  2022-09-17

Other Names

• Jp Corser
• Jeffrey Corser