Jameson Merlin Howard

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

• 07/2023 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2023 → Present
  Self-Employed
  Concord, NC
• 01/2021 → 06/2023
  Member For A Day
  Hilton Head Island, SC
• 01/2021 → 03/2025
  Self-Employed
  Concord, NC
• 08/2022 → Present
  Self-Employed
  Concord, NC
• 11/2020 → 02/2021
  Self-Employed
  Liberty, MO
• 08/2019 → 05/2021
  Historic Downtown Liberty, Inc
  Liberty, MO
• 08/2016 → 05/2020
  William Jewell College
  Liberty, MO
• 07/2013 → 08/2017
  Self-Employed
  St. Louis, MO
• 05/2018 → 09/2019
  Self-Employed
  St. Louis, MO
• 09/2020 → 05/2021
  Self-Employed
  Kansas City, KS
• 05/2017 → 08/2019
  Westborough Country Club
  St. Louis, MO
• 11/2017 → 05/2018
  Dick's Sporting Goods
  Liberty, MO
• 07/2023 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 12/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: CONCORD, NC NATURE OF BUSINESS: TRANSPORTATION POSITION: CONTRACTED WITH UBER START DATE: 01/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRANSPORT RIDERS NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: CONCORD, NC NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH AMAZON FLEX START DATE: 08/2022 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVER PACKAGES

Exams

• S66 Uniform Combined State Law Examination
  2026-01-23
• S63 Uniform Securities Agent State Law Examination
  2023-09-22

Other Names

• Jameson Howard