Jeb Lee Milam

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

• 07/1995 → 12/2025
  Wells Fargo Clearing Services
  Davidson, NC
• 07/1995 → 12/2025
  Wells Fargo Advisors
  Davidson, NC
• 01/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 01/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC

Previous Registrations

• 2024-11-21 → 2026-01-07
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
  Davidson, NC
• 2023-12-15 → 2024-11-21
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  St. Louis, MO
  Davidson, NC

Other Businesses

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: LOWELL, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 12/2006 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: LOWELL, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 09/2004 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 06/2002 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2023-11-25
• S63 Uniform Securities Agent State Law Examination
  2022-08-27

Other Names

• Jeb Milam
• Jeb L Milam