Jayson Allsbrook (CRD# 6955656) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1451905
Eudaimonia Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte, NC | Apr 2022 - Current | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jun 2018 - Apr 2022 | 3 |
| Virginia Tech | Blacksburg, VA | Aug 2014 - May 2018 | 3 |
| Heritage Wealth Advisors | Richmond, VA | May 2017 - Aug 2017 | < 1 |
| Mercedes Benz Of Midlothian | Midlothian, VA | May 2016 - Jan 2017 | < 1 |
| Chesterfield Auto Parts | Richmond, VA | May 2015 - Aug 2015 | < 1 |
| Providence Golf Course | Richmond, VA | Jan 2014 - Aug 2015 | 1 |
| Clover Hill High School | Midlothian, VA | Sep 2010 - Jun 2014 | 3 |
| Woodfin Auto Parts | Midlothian, VA | Jun 2011 - Aug 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- NC
- PA
- TX
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Total Assets Under Management299,192MILLIONS
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Total Number of Accounts634,470ACCOUNTS
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Average Account Value$471,562
- 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
- Selection of other advisers (including private fund managers)
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, WY
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