Jennifer Holmes

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

• 12/2007 → 03/2018
  Scottrade, Inc.
  Charlotte, NC
• 03/2018 → 08/2021
  Wells Fargo Clearing Services Llc
  Charlotte, NC
• 02/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2021 → 02/2022
  Unemployed
  Tega Cay, SC
• 02/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2022 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2018-04-12 → 2021-08-06
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 2016-08-25 → 2018-03-08
  Scottrade Investment Management
  Saint Louis, MO
• 2005-11-24 → 2008-01-02
  A. G. Edwards & Sons, Inc.
  Asheville, NC
  Asheville, NC

Other Businesses

NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TEGA CAY, SC NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 11/2019 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POA FOR IMMEDIATE FAMILY MEMBER

Exams

• S66 Uniform Combined State Law Examination
  2016-08-25

Other Names

• Jennifer Marie Arent
• Jennifer Marie Holmes
• Jennifer Holmes