Jonathan V Jana

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

• 04/2007 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2010 → 12/2018
  American Communications Network
  Phoenix, AZ
• 06/2015 → 07/2017
  It Works
  Phoenix, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355........ NAME OF BUSINESS: Agent on wifes account INVESTMENT-RELATED: ADDRESS: Phoenix, AZ START DATE: 2012 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-13
• S63 Uniform Securities Agent State Law Examination
  2007-06-15

Designations

• Certified Financial Planner