Jeffrey LlewellynCRD Number: 6226466
Current Firm: Vanguard Advisers Inc.
Jeffrey Llewellyn (CRD# 6226466) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 4 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|The Vanguard Group, Inc.||Malvern, PA||Aug 2015 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jul 2015||< 1|
|Morgan Stanley Smith Barney LLC||Jenkintown, PA||Jan 2015 - Jul 2015||< 1|
|Morgan Stanley Smith Barney LLC||West Conshohocken, PA||Jul 2013 - Jan 2015||1|
|Dollar Financial Group||Berwyn, PA||Sep 2012 - Jul 2013||< 1|
|Coactiv Capital Partners||Horsham, PA||Apr 2010 - Aug 2012||2|
|Temple University||Philadelphia, PA||Aug 2009 - Apr 2010||< 1|
|Unemployed||Royersford, PA||Feb 2009 - Sep 2009||< 1|
|American Campus Communities||Newtown Square, PA||Feb 2007 - Jan 2009||1|
|Dechert LLP||Philadelphia, PA||Jun 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV