John Z. Danielson
Professional summary
John Zeger Danielson, who also goes by John Danielson, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Plano, Texas and VANGUARD MARKETING CORPORATION located in Plano, Texas.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. John has 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) - RIA
Click below to view John Zeger Danielson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 20, 2022 - Present
VANGUARD ADVISERS, INC.
Office #1: 7900 Windrose Ave, Plano, TX 75024April 26, 2022 - Present
VANGUARD MARKETING CORPORATION
Office #1: 7900 Windrose Avenue, Plano, TX 75024March 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
(5/20/2022)
(6/14/2022)
(5/20/2022)
(5/20/2022)
Exams
Series 7TO
Date: 4/26/2022
General Securities Representative ExaminationFINRA
Current 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.
Company Information
VANGUARD ADVISERS, INC.
CRD#: 106715Plano, TX 75024TRUST BUT VERIFY
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