Jeffrey Ryan Kirkeby

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

• 05/2009 → 06/2020
  Usaa Financial Advisors, Inc
  Phoenix, AZ
• 07/2009 → 06/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 06/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 11/2019 → 02/2022
  Glendale Union High School District
  Glendale, AZ
• 11/2024 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2020 → 11/2024
  Usaa Life General Agency
  Phoenix, AZ
• 11/2022 → Present
  Paradise Valley Unified School District
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-06-29
  Usaa Investment Services Company
  San Antonio, TX
  Phoenix, AZ
• 2009-07-20 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: PARADISE VALLEY HIGH SCHOOL NON-INVESTMENT RELATED ADDRESS: CITY, STATE: PHOENIX, AZ NATURE OF BUSINESS: COACHING POSITION: BASKETBALL COACH START DATE: 11/2022 APPROX. HOURS/MONTH:35 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BASKETBALL COACH NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: GLENDALE, ARIZONA NATURE OF BUSINESS: MAINTAIN INUSRANCE LICENSE ONLY POSITION: N/A START DATE: 02/2023 APPROXIMATE HOURS/MONTH:0 HOURS DEVOTED DURING TRADING HOURS:0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2025-01-28

Other Names

• Jeff R Kirkeby
• Jeff Ryan Kirkeby
• Jeff Kirkeby
• Jeffrey R Kirkeby
• Jeffrey Kirkeby