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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

JEFFREY JOSEPH SKOUSEN

Advisor at VANGUARD ADVISERS, INC.

PLANO, TX

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Search this name across graphsid dfx:ria:fb056857-1886-b391-3c8b-d22aa39a8f8d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 5, 2011 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 17, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 17, 2008
First registration: Oct 5, 2011
Dual registered: yes, broker-dealer
Other names: JEFFREY JOSEPH SKOUSEN|JEFFREY J SKOUSEN|Jeff Skousen|JEFFREY SKOUSEN
IAPD individual key: 5472744

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	Aug 22, 2022	n/a	yes	PLANO, TX	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 10, 2020	Jul 28, 2022	no	Fort Worth, TX\|Westlake, TX	Previous registration
EDWARD JONES	National bd RIA	Jul 27, 2018	Oct 8, 2018	no	TROPHY CLUB, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Aug 3, 2018	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Oct 5, 2011	Jan 8, 2018	no	ADDISON, TX\|LITTLE ELM, TX	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
CHARLES SCHWAB & CO., INC.	VANGUARD ADVISERS, INC.	Jul 28, 2022	Aug 22, 2022	25	Firm change	Ibd to ibd
EDWARD JONES	CHARLES SCHWAB & CO., INC.	Oct 8, 2018	Jan 10, 2020	459	Firm change after gap	Ibd to ibd
USAA INVESTMENT SERVICES COMPANY	EDWARD JONES	Aug 3, 2018	Jul 27, 2018	-7	Firm change	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	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
5393:106715:TX:2022-07-28	Jul 28, 2022	Aug 22, 2022	WESTLAKE, TX	Firm change

Relationships

Registered with (5)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: current employment
Aug 22, 2022 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 10, 2020 to Jul 28, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 27, 2018 to Oct 8, 2018factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Aug 3, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 5, 2011 to Jan 8, 2018factForm ADV

Dated events

Occurred
Jul 28, 2022
Advisor changed firm
Jeffrey Joseph Skousen left Charles Schwab & Co., Inc. for Vanguard Advisers, Inc. (registered 2022-08-22)
Form ADVobserved 5 days ago