Danielle Anne Holden

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

• 10/2006 → 05/2024
  Wells Fargo Bank, Na
  Sun Lakes, AZ
• 03/2011 → 05/2024
  Wells Fargo Clearing Services, Llc
  Sun Lakes, AZ
• 07/2025 → 08/2025
  J.P. Morgan Securities Llc
  Tempe, AZ
• 07/2025 → 08/2025
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 06/2024 → 06/2025
  Unemployed
  Chandler, AZ
• 08/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 08/2025 → Present
  Vanguard Advisers, Inc.
  Scottadale, AZ

Previous Registrations

• 2025-07-16 → 2025-08-03
  J.P. Morgan Securities Llc
  Tempe, AZ
• 2022-10-14 → 2024-06-10
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
  Casa Grande, AZ
  Scottsdale, AZ
  Sun Lakes, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Sun Lakes, AZ
  Scottsdale, AZ
  Chandler, AZ
  St. Louis, MO

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: GOLD CANYON, AZ NATURE OF BUSINESS: INSURANCE SALES POSITION: N/A START DATE: 04/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14
• S63 Uniform Securities Agent State Law Examination
  2011-06-13

Other Names

• Danielle Anne Holden
• Danielle Holden
• Danielle A Holden
• Danielle Garrett
• Danielle A. Holden