Best Investors Account Sign in

Jordan Patrick Weatherholtz

Vanguard Advisers, Inc.

Malvern, PA

Claim This Profile
Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-15
TX RA APPROVED 2025-05-15
  • PA RA
    APPROVED
    Since 2025-05-15
  • TX RA
    APPROVED
    Since 2025-05-15

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • 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. Malvern PA 09/2022 Present
Circle S. Ranch House West Lawn PA 07/2013 03/2019
Boscov'S Customer Care Center Laureldale PA 03/2019 08/2022
Reading Area Community College Reading PA 04/2017 12/2018
Pennsylvania State University Spring Township PA 01/2019 05/2021
Pennsylvania State University Spring Township PA 08/2015 05/2016
  • 09/2022 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2013 → 03/2019
    Circle S. Ranch House
    West Lawn, PA
  • 03/2019 → 08/2022
    Boscov'S Customer Care Center
    Laureldale, PA
  • 04/2017 → 12/2018
    Reading Area Community College
    Reading, PA
  • 01/2019 → 05/2021
    Pennsylvania State University
    Spring Township, PA
  • 08/2015 → 05/2016
    Pennsylvania State University
    Spring Township, PA
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 2025-03-29
S63 Uniform Securities Agent State Law Examination 2022-10-17
  • S66 Uniform Combined State Law Examination
    2025-03-29
  • S63 Uniform Securities Agent State Law Examination
    2022-10-17
Other Names
  • Jordan Weatherholtz

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MVO PRIVATE WEALTH, LLC
LPL FINANCIAL LLC
TRAYNOR CAPITAL MANAGEMENT
NORTHEAST ADVISERS, INC.
HARVEST FINANCIAL PARTNERS
VANGUARD ALTERNATIVE ASSETS ADVISER, LLC

Other Investors

MARK EDWARD MUELLER
ROBERT STACY FRIED
KELLY K PASTER
David Sung
Matthew Maskarinec
JARED IAN HARK
MICHAEL JOHN JORDAN
SIMON ANTOINE ARRATA

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

More in Malvern, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor