Michael Jason Carter

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

• 07/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2019 → 07/2025
  Xerox
  Charlotte, NC
• 01/2018 → Present
  Self-Employed
  Charlotte, NC
• 04/2013 → 06/2019
  Canon Business Process Services
  Charlotte, NC
• 08/1996 → 12/2019
  University Of South Carolina Upstate
  Charlotte, NC
• 07/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: TRANSPORTATION POSITION: CONTRACTED WITH UBER START DATE: 01/2018 APPROXIMATE HOURS/MONTH: 12 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRANSPORTATION

Exams

• S66 Uniform Combined State Law Examination
  2025-11-04

Other Names

• Miguel Carter
• Michael Carter
• Michael J Carter
• Mike Carter
• Mike J Carter
• Mike Jason Carter