Jonathan E Kirkham

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

• 04/2008 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2023 → Present
  Heart And Mind: Mobile Healthcare
  Mesa, AZ
• 04/2008 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 01/2020 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 09/2024 → Present
  Self-Employed
  Mesa, AZ

Other Businesses

NAME OF BUSINESS: HEART AND MIND: MOBILE HEALTHCARE NON-INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: HEALTHCARE POSITION: OWNER START DATE: 07/2023 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGING THE BUSINESS NAME OF BUSINESS: RENTAL PROPERTY - WASHINGTON 101 INVESTMENT-RELATED ADDRESS: RUSHVILLE, IL NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 06/2022 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY - WASHINGTON 103 INVESTMENT-RELATED ADDRESS: RUSHVILLE, IL NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 06/2022 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY - CONGRESS 114 INVESTMENT-RELATED ADDRESS: RUSHVILLE, IL NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 01/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY - CONGRESS 116 INVESTMENT-RELATED ADDRESS: RUSHVILLE, IL NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 01/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY - LIBERTY INVESTMENT-RELATED ADDRESS: RUSHVILLE, IL NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 08/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: DOG BREEDER POSITION: OWNER START DATE: 09/2024 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SELLING PUPPIES

Exams

• S66 Uniform Combined State Law Examination
  2019-08-16
• S63 Uniform Securities Agent State Law Examination
  2008-05-19