Jason Allyn Niedert

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

• 06/2015 → 10/2016
  Randstad
  Scottsdale, AZ
• 10/2016 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2017 → Present
  Self-Employed
  Mesa, AZ
• 10/2016 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 10/2019 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: AUTHORIZED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: AUTHORIZED AGENT START DATE: 07/2016 APPROXIMATE HOURS/MONTH: 2 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: WOODWORKING & LEATHER CRAFTING POSITION: OWNER START DATE: 04/2017 APPROX. HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAKE WOODEN GOODS AND LEATHER WALLETS

Exams

• S66 Uniform Combined State Law Examination
  2019-09-13
• S63 Uniform Securities Agent State Law Examination
  2015-11-09

Other Names

• Jason Niedert