Jordan Thomas Ballard

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-03-10
TX	RA	APPROVED	2026-03-05

Branch Locations

14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	05/2025	01/2026
Ping Health	Gilbert	AZ	02/2025	05/2025
Self-Employed	Gilbert	AZ	03/2020	02/2025
Homelight	Scottsdale	AZ	10/2019	03/2020
Upgrade Inc	Phoenix	AZ	12/2017	10/2019
Uber	Phoenix	AZ	09/2015	12/2017
The Vanguard Group, Inc.	Scottsdale	AZ	02/2026	Present
Vanguard Marketing Corporation	Scottsdale	AZ	02/2026	Present
Arizona State University	Tempe	AZ	01/2016	08/2017
Vanguard Advisers, Inc.	Scottsdale	AZ	02/2026	Present

05/2025 → 01/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
02/2025 → 05/2025

Ping Health

Gilbert, AZ
03/2020 → 02/2025

Self-Employed

Gilbert, AZ
10/2019 → 03/2020

Homelight

Scottsdale, AZ
12/2017 → 10/2019

Upgrade Inc

Phoenix, AZ
09/2015 → 12/2017

Uber

Phoenix, AZ
02/2026 → Present

The Vanguard Group, Inc.

Scottsdale, AZ
02/2026 → Present

Vanguard Marketing Corporation

Scottsdale, AZ
01/2016 → 08/2017

Arizona State University

Tempe, AZ
02/2026 → Present

Vanguard Advisers, Inc.

Scottsdale, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-11

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