Peter Jay
Investment Adviser Representative at Vanguard Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter Jay is an investment adviser representative with Vanguard Advisers, Inc. in Wills Point, TX, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 – Jan 2026Frisco, TX
- Amazing GrazingOct 2013 – no end date reportedWills Point, TX
- BANK OF America, N.A.Sep 2024 – Jan 2026Frisco, TX
- THE Vanguard Group, Inc.Feb 2026 – no end date reportedPlano, TX
- Vanguard Marketing CorporationFeb 2026 – no end date reportedPlano, TX
- Self-employedMay 2026 – no end date reportedWills Point, TX
- Self-employedJun 2026 – no end date reportedWills Point, TX
- Self-employedJun 2026 – no end date reportedWills Point, TX
- Vanguard Advisers, Inc.Feb 2026 – no end date reportedPlano, TX
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vanguard Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,379
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Malvern, PA
- SEC file number:
- 801-49601
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Vanguard Advisers, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Jay has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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