James Thomas Donahue

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

• 06/2018 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2014 → 05/2018
  University Of Illinois At Urbana-Champaign
  Urbana-Champaign, IL
• 09/2017 → 03/2018
  Esquire Lounge
  Champaign, IL
• 09/2017 → 12/2017
  Bromley Hall
  Champaign, IL
• 05/2017 → 08/2017
  Savant Capital Management
  Rockford, IL
• 04/2011 → 10/2017
  Urbana Country Club
  Urbana, IL
• 01/2017 → 05/2017
  Financial Wellness Program - University Of Illinois Extension
  Urbana-Champaign, IL
• 05/2016 → 05/2017
  Bromley Hall
  Champaign, IL
• 06/2018 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2018 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2018-07-31

Other Names

• Jt Thomas Donahue
• James Donahue