Jack Winters is a registered investment advisor, based in Malvern, PA, with 1 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vanguard Marketing Corporation
October 2025 - Present · 7 mos
Vanguard Advisers, INC.
October 2025 - Present · 7 mos
Vanguard Marketing CorporationBroker
October 2025 - Present · 7 mos
Previous Registrations
Stifel Independent Advisors, LLC
August 2024 - May 2025 · 9 mos
Stifel Independent Advisors, LLCBroker
April 2024 - May 2025 · 1 yr 1 mo
State Registrations2 states
PATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.