UBS Financial Services
47yrs
Top advisor by experience in Plano
3yrs
Peter Jay
Financial advisor at Vanguard Advisers
Based in Plano, Texas, Peter Jay is a fiduciary financial advisor with 3 years of industry experience. Peter has been with Vanguard Advisers since 2026; before that, Peter spent a year at Merrill. Vanguard Advisers offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficePlano, TX
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowVanguard Advisers, Inc.Current firm
- Oct 2024 – Jan 2026MerrillPreviously
Contact Peter
(610) 669-1000Firm headquarters in Malvern, PA. Ask for Peter. Plano, TXOffice · Get directions Firm websiteinvestor.vanguard.com/adviceIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Vanguard Advisers at (610) 669-1000 and ask for Peter Jay. Peter works from the Plano, TX office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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