Jameson David Funk

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

• 01/2020 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2015 → 12/2019
  Check City
  Provo, UT
• 08/2015 → 12/2019
  Utah Valley University
  Orem, UT
• 06/2022 → 03/2023
  Self-Employed
  Mesa, AZ
• 03/2024 → Present
  Efa Llc
  Gilbert, AZ
• 01/2020 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 09/2025 → Present
  Build Wealth Partners Llc
  Gilbert, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: EFA, LLC NON-INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: CONSULTING POSITION: OWNER START DATE: 03/2024 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ANALYZING PROFIT AND LOSS STATEMENTS NAME OF BUSINESS: BUILD WEALTH PARTNERS LLC NON-INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: CONSULTING POSITION: OWNER START DATE: 9/2025 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BUSINESS CONSULTING ON OPERATIONS AND FINANCES

Exams

• S66 Uniform Combined State Law Examination
  2021-08-19
• S63 Uniform Securities Agent State Law Examination
  2020-02-21

Other Names

• Jameson David Funk
• Jameson Funk