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Justin Rui Zhong

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7402391

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-15
TX RA APPROVED 2026-07-09
  • AZ RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 06/2021 Present
Egain Corporation Sunnyvale CA 06/2019 08/2019
University Of California, Merced Dublin CA 08/2020 12/2020
Student Success Internship Program - Uc Merced Dublin CA 01/2021 04/2021
Brunel University London Uxbridge 01/2020 06/2020
Dublin High School Dublin CA 08/2013 06/2017
University Of California, Merced Dublin CA 08/2017 05/2021
Vanguard Marketing Corporation Scottsdale AZ 06/2021 Present
Vanguard Advisers, Inc. Scottsdale AZ 06/2025 05/2026
Vanguard Advisers, Inc. Scottsdale AZ 07/2026 Present
  • 06/2021 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2019 → 08/2019
    Egain Corporation
    Sunnyvale, CA
  • 08/2020 → 12/2020
    University Of California, Merced
    Dublin, CA
  • 01/2021 → 04/2021
    Student Success Internship Program - Uc Merced
    Dublin, CA
  • 01/2020 → 06/2020
    Brunel University London
    Uxbridge
  • 08/2013 → 06/2017
    Dublin High School
    Dublin, CA
  • 08/2017 → 05/2021
    University Of California, Merced
    Dublin, CA
  • 06/2021 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 06/2025 → 05/2026
    Scottsdale, AZ
  • 07/2026 → Present
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-24
S63 Uniform Securities Agent State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2025-06-24
  • S63 Uniform Securities Agent State Law Examination
    2021-12-17
Other Names
  • Justin Zhong

View on SEC IAPD

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