Jacob Brian Sarkan

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

• 01/2025 → 10/2025
  Morgan Stanley
  Gilbert, AZ
• 08/2017 → 05/2021
  Lincoln-Way East High School
  Surprise, IL
• 10/2018 → 10/2020
  American Sale Tinley Park Outlet
  Tinley Park, IL
• 11/2020 → 01/2021
  Jewel Bakery
  Frankfort, IL
• 01/2021 → 03/2021
  The Home Depot
  Frankfort, IL
• 03/2021 → 08/2023
  Self-Employed
  Surprise, AZ
• 08/2023 → 12/2023
  Lowe's
  Scottsdale, AZ
• 01/2024 → 12/2024
  The Home Depot
  Mesa, AZ
• 11/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 08/2021 → 05/2025
  Arizona State University
  Tempe, AZ
• 08/2015 → 05/2017
  Summit Hill Junior High School
  Frankfort, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-12-11
• S63 Uniform Securities Agent State Law Examination
  2025-04-08

Other Names

• Jacob B Sarkan
• Jacob Sarkan