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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

Jason Joseph Robinson

Advisor at VANGUARD ADVISERS, INC.

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f132b554-2760-34fc-737e-5ec262d85b8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANGUARD ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 27, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 27, 2005
First registration: Aug 21, 2007
Dual registered: yes, broker-dealer
Other names: Jason J McCaskill|Jason Robinson|Jason J Robinson|Jason McCaskill
IAPD individual key: 4940739

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Dec 11, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
MORGAN STANLEY	Wirehouse	May 11, 2022	Aug 11, 2023	no	Gilbert, AZ\|Tempe, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jun 22, 2020	no	SAN ANTONIO, TX\|Phoenix, AZ\|SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Dec 11, 2008	Jan 8, 2018	no	PHOENIX, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Aug 21, 2007	Dec 31, 2008	no	PHOENIX, AZ\|PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	VANGUARD ADVISERS, INC.	Aug 11, 2023	Dec 11, 2024	488	Firm change after gap	Wirehouse to ibd
USAA INVESTMENT SERVICES COMPANY	MORGAN STANLEY	Jun 22, 2020	May 11, 2022	688	Firm change after gap	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Dec 31, 2008	Dec 11, 2008	-20	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5475:149777:TX:2020-06-12	Jun 22, 2020	May 11, 2022	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (4)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: current employment
Dec 11, 2024 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 11, 2022 to Aug 11, 2023factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Jun 22, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Dec 11, 2008 to Jan 8, 2018factForm ADV

Dated events

Occurred
Aug 11, 2023
Advisor changed firm
Jason Joseph Robinson left Morgan Stanley for Vanguard Advisers, Inc. (registered 2024-12-11)
Form ADVobserved 5 days ago