Jason Robert Bailey
Financial advisor at Vanguard Advisers Inc · Charlotte, NC
Last updated 2026-10-10
Claim your profileJason Robert Bailey is a financial advisor at Vanguard Advisers Inc in Charlotte, NC, CRD 6558067. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2018-01-04.
Registration
- CRD number
- 6558067
- Registration status
- Active
- IAPD registration
- 2018-01-04
- Industry Experience
- 8 years
- Work Experience
- 16 years
- States registered
- NC, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-09 to Present · The Vanguard Group, Inc · Charlotte, NC
- 2010-03 to 2022-06 · Baileys Total Home Care · Concord, NC
- 2015-09 to Present · Vanguard Marketing Corporation · Charlotte, NC
Current employment
- Vanguard Advisers, Inc. · Malvern, PA
Vanguard Advisers Inc
- Regulatory AUM
- $344,619,578,214
- Registered advisors
- 2,469
- Offices
- 80
- Clients per advisor
- 320.6 (Very high)
- Average AUM per client
- $435.4K (Low)
- High-net-worth client ratio
- 10.1% (Low)
Vanguard Advisers Inc: advisors, services and reported ETF investments
About
Jason Robert Bailey is a financial advisor at Vanguard Advisers, Inc. in Charlotte, NC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 8 years of industry experience and 16 years of reported work history. Reported roles include The Vanguard Group, Inc, Vanguard Marketing Corporation, Baileys Total Home Care.
SEC disclosures list additional business and community activities: Name Of Business: Rental Property Investment-Related Address: Charlotte.
Vanguard Advisers Inc's firm-level Form ADV reports 2,469 advisors across 80 offices; approximately 320.6 clients per advisor, average assets per client of $435,385, and regulatory AUM of $344.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Other investment advisers; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $29.2B across 527 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jason Robert Bailey personally.
Reported ETF positions
Vanguard Advisers reports 527 ETF positions worth $29.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $10.9B |
| VXUS — Vanguard Total International Stock ETF | $7.7B |
| BND — Vanguard Total Bond Market ETF | $4.6B |
| BNDX — Vanguard Total International Bond ETF | $2.8B |
| ESGV — Vanguard ESG U.S. Stock ETF | $508.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Vanguard Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $102.3K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $164.7K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.2M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | FNDE — Schwab Fundamental Emerging Markets Equity ETF | $220.5K | Top 92.4% | Replicability (R²) 81.7% · Residual Sharpe 0.12 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Vanguard Advisers Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Municipal Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
1030 Admiral Nelson Ct, Charlotte, NC 28262
682 advisors at this office.
Contact
The firm's filed contact details.
Official record
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