John Z. Danielson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Zeger Danielson, who also goes by John Danielson, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1983. John had worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 20, 2022 - May 18, 2026
VANGUARD ADVISERS, INC.
April 26, 2022 - May 18, 2026
VANGUARD MARKETING CORPORATION
March 17, 2004 - January 7, 2005
CHASE INVESTMENT SERVICES CORP.
May 7, 2003 - November 11, 2003
METROPOLITAN LIFE INSURANCE COMPANY
May 7, 2003 - November 11, 2003
MSI FINANCIAL SERVICES, INC.
May 30, 1991 - November 1, 2002
FIDELITY BROKERAGE SERVICES LLC
June 10, 1988 - February 8, 1991
FIDELITY BROKERAGE SERVICES LLC
November 17, 1983 - December 16, 1986
FIDELITY DISTRIBUTORS CORPORATION
Primary Firm SEC Registration
VANGUARD ADVISERS, INC.
CRD#: 106715 / SEC#: 801-49601
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 4/26/2022
General Securities Representative ExaminationCurrent Firm
VANGUARD ADVISERS, INC.
CRD#: 106715 / SEC#: 801-49601
Contact information
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 698,843 |
| AUM (Assets Under Management) | $ 300,434,933,763 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 10/23/2024 | ||
| 06/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
