Aaron James Beasley

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

• 06/2023 → 09/2025
  Bankers Life & Causality Llc
  Phoenix, AZ
• 07/2022 → 05/2023
  Jr Capital
  Scottsdale, AZ
• 03/2022 → 07/2022
  Paradise Home Mortgage
  Scottsdale, AZ
• 06/2021 → 03/2022
  Jfq Lending
  Scottsdale, AZ
• 07/2019 → 06/2021
  Quicken Loans
  Phoenix, AZ
• 08/2014 → 12/2018
  Purdue University
  West Lafayette, IN
• 01/2019 → 07/2019
  Unemployed
  Indianapolis, IN
• 10/2024 → 09/2025
  Bankers Life Security
  Phoenix, AZ
• 03/2025 → Present
  Self-Employed
  Scottsdale, AZ
• 09/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 01/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: CONTRACT DRIVER POSITION: CONTRACTED WITH DOORDASH START DATE: 03/2025 APPROXIMATE HOURS/MONTH: 60 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 06/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2026-01-02
• S63 Uniform Securities Agent State Law Examination
  2024-12-23

Other Names

• Aaron Beasley
• Aaron J Beasley