Jon Lukas Neely

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

• 08/2016 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2020 → Present
  Boatia
  Charlotte, NC
• 11/2022 → Present
  Ai Outcome, Llc
  Charlotte, NC

Other Businesses

Employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation) 100 Vanguard Blvd., Malvern, PA 19355..... NAME OF BUSINESS: Neely Property Group, LLC NON-INVESTMENT RELATED: ADDRESS: Charlotte, NC NATURE OF BUSINESS: Investment properties POSITION: Owner START DATE: 03/2018 APPROX. HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Real Estate..... NAME OF BUSINESS: Boatia NON-INVESTMENT RELATED: ADDRESS: Charlotte, NC NATURE OF BUSINESS: N/A POSITION: Blogger START DATE: 2/2020 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Providing trustworthy information to travelers and boaters for decision making and planning of their boating adventure (boat charters, rentals, reviews). NAME OF BUSINESS: Al Outcome, LLC NON-INVESTMENT RELATED ADDRESS (City/State): Charlotte, NC NATURE OF BUSINESS: LLC POSITION: Writer START DATE: 11/2022 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Ghostwriting for non investing markets.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-25
• S63 Uniform Securities Agent State Law Examination
  2016-09-12

Other Names

• Luke Neely