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Jason Rykerr Bowers

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7674864

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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 2023-05-04
TX RA APPROVED 2023-05-04
  • NC RA
    APPROVED
    Since 2023-05-04
  • TX RA
    APPROVED
    Since 2023-05-04

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 01/2023 Present
Dairy Queen Asheville NC 01/2008 04/2018
Kitchen & Company Asheville NC 04/2014 06/2017
Mod Pizza Asheville NC 04/2016 04/2018
Signet Jewelers Asheville NC 04/2018 06/2020
Self Employed Asheville NC 09/2020 04/2021
Self Employed Belmont NC 04/2021 01/2023
Unemployed Weaverville NC 06/2020 09/2020
Coldwell Banker Realty Charlotte NC 09/2020 04/2022
  • 01/2023 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2008 → 04/2018
    Dairy Queen
    Asheville, NC
  • 04/2014 → 06/2017
    Kitchen & Company
    Asheville, NC
  • 04/2016 → 04/2018
    Mod Pizza
    Asheville, NC
  • 04/2018 → 06/2020
    Signet Jewelers
    Asheville, NC
  • 09/2020 → 04/2021
    Self Employed
    Asheville, NC
  • 04/2021 → 01/2023
    Self Employed
    Belmont, NC
  • 06/2020 → 09/2020
    Unemployed
    Weaverville, NC
  • 09/2020 → 04/2022
    Coldwell Banker Realty
    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 2023-05-03
  • S66 Uniform Combined State Law Examination
    2023-05-03
Other Names
  • Rykerr Bowers
  • Jason R Bowers

View on SEC IAPD

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