Jacob John Storms

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

• 01/2007 → 01/2022
  Northwestern Mutual Life Insurance Company
  Phoenix, AZ
• 06/2013 → 01/2022
  Northwestern Mutual Investment Services, Llc
  Phoenix, AZ
• 01/2016 → 01/2022
  Northwestern Mutual Wealth Management Company
  Phoenix, AZ
• 01/2022 → 11/2025
  Facet Wealth
  Scottsdale, AZ
• 11/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 02/2019 → Present
  Sonoran Restaurant Group, Llc
  Scottsdale, AZ
• 02/2026 → Present
  Vanguard Adviser'S, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-01-20 → 2025-11-14
  Facet
  Phoenix, AZ
  West Palm Beach, FL
• 2013-08-01 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  Minnetonka, MN
  Phoenix, AZ

Other Businesses

NAME OF BUSINESS: SONORAN RESTAURANT GROUP, LLC NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: RESTAURANT POSITION: OWNER START DATE: 02/2019 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN PARTIAL OWNERSHIP

Exams

• S66 Uniform Combined State Law Examination
  2026-01-29
• S63 Uniform Securities Agent State Law Examination
  2007-01-09

Designations

• Certified Financial Planner

Other Names

• Jake Storms
• Jacob Storms
• Jake J Storms
• Jacob J Storms