Jonathan Michael Dean

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

• 06/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2015 → 08/2017
  Homeschool
  Hanover, PA
• 08/2017 → 05/2018
  One Life Institute
  Lancaster, PA
• 09/2018 → 12/2018
  Self-Employed
  Lynchburg, VA
• 05/2020 → 06/2020
  Utz Quality Foods
  Hanover, PA
• 07/2020 → 08/2020
  Webfx
  Harrisburg, PA
• 09/2020 → 12/2020
  Self Employed
  Lynchburg, VA
• 08/2015 → 04/2021
  Chick-Fil-A
  Hanover, PA
• 01/2021 → 05/2021
  Liberty University Career Services
  Lynchburg, VA
• 12/2020 → 03/2023
  Self-Employed
  Hanover, PA
• 03/2021 → 03/2023
  Self-Employed
  Hanover, PA
• 07/2021 → Present
  Self-Employed
  Charlotte, NC
• 06/2019 → 08/2019
  Manpower Staffing Agency
  Hanover, PA
• 05/2019 → 06/2019
  Manpower Staffing Agency
  Hanover, PA
• 08/2018 → 05/2021
  Liberty University
  Lynchburg, VA
• 06/2024 → Present
  Self-Employed
  Charlotte, NC
• 06/2024 → Present
  Self-Employed
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: AvidSphere LLC NON-INVESTMENT RELATED ADDRESS: East Earl, Pennsylvania NATURE OF BUSINESS: Other; Marketing Agency POSITION: Other; Contractor - Marketing and Geofencing START DATE: 07/2021 APPROX. HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Data inputting and strategically planning campaigns around Geofencing NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS (CITY/STATE): CHARLOTTE, NC NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 06/2024 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FOOD DELIVERY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS (CITY/STATE): CHARLOTTE, NC NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH INSTACART START DATE: 06/2024 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FOOD DELIVERY

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11
• S63 Uniform Securities Agent State Law Examination
  2021-09-07

Other Names

• Jon Michael Dean
• Jonathan Dean