Andrew Jacob Gomez

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

• 06/2019 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 11/2018 → 06/2019
  Tailored Management
  Scottsdale, AZ
• 08/2018 → 10/2018
  Retail Investment Group Llc
  Scottsdale, AZ
• 06/2018 → 07/2018
  Pls Logistics Services
  Paradise Valley, AZ
• 10/2015 → 09/2016
  Target Corp
  Irvine, CA
• 02/2017 → 05/2017
  Target Corp
  Irvine, CA
• 03/2021 → 05/2021
  Morgan Stanley
  Gilbert, AZ
• 12/2021 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 09/2021 → 09/2021
  American Medical Response
  Palmdale, CA
• 11/2022 → 06/2024
  J.P. Morgan Securities Llc
  Tempe, AZ
• 11/2022 → 06/2024
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 06/2021 → 07/2021
  University Of California, Los Angeles
  Los Angeles, CA
• 09/2024 → 08/2025
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 09/2024 → 08/2025
  J.P. Morgan Securities Llc
  Tempe, AZ
• 06/2024 → 09/2024
  Lucid Financial Solutions, Llc
  Chandler, AZ
• 12/2021 → 11/2022
  Bank Of America
  Chandler, AZ
• 06/2019 → 02/2021
  Bank Of America
  Chandler, AZ
• 08/2025 → 11/2025
  Charles Schwab Corp
  Phoenix, AZ
• 06/2026 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2026 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 06/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 12/2025 → 05/2026
  Unemployed
  Gilbert, AZ
• 01/2016 → 06/2018
  California State University, Fullerton
  Fullerton, CA

Previous Registrations

• 2025-09-12 → 2025-11-28
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 2024-10-02 → 2025-08-19
  J.P. Morgan Securities Llc
  Tempe, AZ
• 2022-12-01 → 2024-06-12
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
• 2022-02-18 → 2022-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2021-04-16 → 2021-06-08
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-04-14
• S63 Uniform Securities Agent State Law Examination
  2020-03-17

Other Names

• Andrew Gomez
• Andrew Jacob Gomez
• Andrew J Gomez