Jeffrey Llewellyn, financial advisor Malvern PA
89 score

Jeffrey Llewellyn

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Aug 2015 - Current 1
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
Contact Info for Jeffrey B. Llewellyn
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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