Peter Jon Smith

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

• 06/2015 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2016 → 12/2018
  Chick-Fil-A
  Mesa, AZ
• 12/2019 → 01/2021
  Home Repair Share
  Phoenix, AZ
• 02/2024 → Present
  Inspiration Mountain School
  Phoenix, AZ

Previous Registrations

• 2013-08-14 → 2015-04-30
  Wells Fargo Advisors Financial Network, Llc
  Payson, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSPIRATION MOUNTAIN SCHOOL NON-INVESTMENT RELATED ADDRESS (City/State): PHOENIX, AZ NATURE OF BUSINESS: BASKETBALL COACH POSITION: BASKETBALL COACH START DATE (Month/Year): 2/2024 APPROXIMATE HOURS PER MONTH: 40 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: COACH JR HIGH SCHOOL BASKETBALL

Exams

• S66 Uniform Combined State Law Examination
  2022-06-28

Other Names

• Peter Jon Smith