Joseph Nicolas Kinson

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

• 10/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2021 → 09/2021
  Townsquare Interactive
  Charlotte, NC
• 04/2020 → 08/2021
  Total Quality Logistics (Tql)
  Charlotte, NC
• 08/2018 → 04/2020
  Novant Health Presbyterian Medical Center
  Charlotte, NC
• 11/2014 → 08/2018
  United Parcel Service (Ups)
  Hickory, NC
• 08/2015 → 05/2018
  Lenoir-Rhyne University
  Hickory, NC
• 10/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-20

Designations

• Certified Financial Planner

Other Names

• Nic Kinson
• Joe Kinson
• Nick Kinson
• Joseph Kinson