Aidan Jon Williams

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

• 07/2021 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2017 → 07/2021
  Asu
  Tempe, AZ
• 05/2019 → 04/2020
  Whole Foods Market
  Phoenix, AZ
• 11/2016 → 12/2017
  Williams Property Co
  Tempe, AZ
• 07/2016 → 11/2016
  Oreganos Pizza Bistro
  Mesa, AZ
• 07/2012 → 07/2017
  Highland High School
  Gilbert, AZ
• 07/2021 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 11/2023 → Present
  Vanguard Advisers, Inc
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-11-29
• S63 Uniform Securities Agent State Law Examination
  2021-09-07

Other Names

• Aidan Williams