Jacob Ryan Newman

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

• 06/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 08/2021 → 05/2025
  Northern Arizona University
  Flagstaff, AZ
• 05/2025 → 06/2025
  The Tax Relief Group Llc
  Chandler, AZ
• 06/2023 → 08/2023
  Self-Employed
  Flagstaff, AZ
• 06/2024 → 08/2024
  Galloway Asset Management Llc
  Mesa, AZ
• 05/2022 → 08/2022
  Dish One Satellite Llc
  Chandler, AZ
• 10/2021 → 05/2022
  Freddy's Frozen Custard
  Flagstaff, AZ
• 10/2022 → 12/2022
  Self-Employed
  Flagstaff, AZ
• 07/2017 → 05/2021
  Perry High School
  Chandler, AZ
• 04/2025 → 05/2025
  Self-Employed
  Flagstaff, AZ
• 03/2025 → 04/2025
  Self-Employed
  Flagstaff, AZ
• 07/2015 → 05/2017
  Payne Junior High School
  Chandler, AZ
• 10/2019 → 08/2021
  Zinburger Wine & Bar
  Gilbert, AZ
• 10/2023 → 05/2024
  The Tax Relief Group Llc
  Flagstaff, AZ
• 05/2024 → 08/2024
  The Tax Relief Group Llc
  Chandler, AZ
• 08/2024 → 05/2025
  The Tax Relief Group Llc
  Flagstaff, AZ
• 09/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-09-11

Other Names

• Jacob R Newman
• Jacob Newman