Unclaimed Profile

Jonathan Hudacko

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC·OAKLAND, California

Series 65Clean record9 years registeredVANGUARD PERSONALIZED INDEXING MANAGMENT, LLC

1611 TELEGRAPH AVE., SUITE 1100, OAKLAND, CA 94612CRD# 6718493Firm CRD# 285366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Hudacko · OAKLAND, CA

Registration

CRD #6718493 · VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC

VANGUARD PERSONALIZED INDEXING MANAGEMENT

Jan 2017 – Jul 2024

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 6, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANGUARD PERSONALIZED INDEXING MANAGEMENT

CRD 285366 · SEC 801-114487

AUM

$4.3B

Regulatory assets under management

Employees

1,752 client accounts

Services offered by VANGUARD PERSONALIZED INDEXING MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANGUARD PERSONALIZED INDEXING MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Jonathan Hudacko offer?

Jonathan Hudacko specializes in Financial Planning, Investment Management.

What are Jonathan Hudacko's credentials?

Jonathan Hudacko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Hudacko located?

Jonathan Hudacko is based in OAKLAND, California, last registered with VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC.

How does Jonathan Hudacko charge for services?

Jonathan Hudacko's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC?

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC has approximately 27 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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