James David Burney

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2007-12-17 → 2016-07-12
  Usaa Financial Planning Services
  Colorado Springs, CO
  Phoenix, AZ
• 2001-08-17 → 2003-05-07
  Waddell & Reed
  Englewood, CO

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2001-07-27

Designations

• Certified Financial Planner

Other Names

• J. D. Burney
• James David Burney
• James D Burney