Julieanne Diones Barar

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

• 07/2007 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2019 → Present
  Self Employed
  Meadville, PA

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355........ NAME OF BUSINESS: Self Employed NON-INVESTMENT RELATED: ADDRESS: Meadville, PA NATURE OF BUSINESS: Writing POSITION: Writer START DATE: 04/2019 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: DUTIES: Residuals from Christian Faith Publishing for book........

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-08-16

Designations

• Certified Financial Planner

Other Names

• Julieanne M Diones