Jeremy Vaughn Mitchell

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

• 09/2014 → 07/2019
  Tiaa
  Albuquerque, NM
• 09/2014 → 07/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Wealth Management Advisor, NM
• 07/2019 → 09/2019
  Unemployed
  Albuquerque, NM
• 09/2019 → 01/2021
  Bbva Usa
  Birmingham, AL
• 09/2019 → 01/2021
  Bbva Securities Inc
  Rio Rancho, NM
• 09/2019 → 01/2021
  Bbva Insurance Agency Inc
  Austin, TX
• 09/2019 → 01/2021
  Bbva Wealth Solutions Inc.
  Rio Rancho, NM
• 01/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2019-09-17 → 2021-01-04
  Pnc Managed Account Solutions, Inc.
  Albuquerque, NM
  Rio Rancho, NM
• 2014-09-29 → 2019-07-12
  Tiaa-Cref Individual & Institutional Services, Llc
  Albuquerque, NM
• 2005-02-15 → 2014-09-19
  Valic Financial Advisors, Inc.
  Albuquerque, NM
  Albuquerque, NM
  Houston, TX
  Albuquerque, NM

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-14
• S63 Uniform Securities Agent State Law Examination
  2004-09-01

Other Names

• Jeremy Vaughn Mitchell
• Jeremy Mitchell