Angela Kay Janzen

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

• 10/2010 → 04/2017
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2010 → 04/2017
  Charles Schwab Bank
  Phoenix, AZ
• 10/2017 → 08/2019
  Bancwest Investment Services
  Tempe, AZ
• 10/2017 → 08/2019
  Bank Of The West
  Tempe, AZ
• 07/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 06/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 12/2022 → 03/2025
  London Stock Exchange / Refinitiv
  Chandler, AZ
• 08/2019 → 03/2022
  Upgrade
  Phoenix, AZ
• 11/2021 → 10/2022
  Equiant
  Chandler, AZ
• 03/2025 → 07/2025
  Unemployed
  Chandler, AZ
• 04/2017 → 10/2017
  Unemployed
  Chandler, AZ

Previous Registrations

• 2018-02-21 → 2019-08-14
  Bancwest Investment Services, Inc.
  Tempe, AZ
  Oroville, CA
  Gridley, CA
  Chico, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-18

Other Names

• Angela Kay Birmingham
• Angela Kay Janzen
• Angela K Birmingham
• Angela K Janzen
• A Birmingham
• K Birminghamangela
• Angela Janzen
• Birmingham Angela