Christopher James Jorgensen

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

• 08/2014 → 06/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 08/2014 → 09/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 09/2020
  Usaa Investment Services Company
  San Antonio, TX
• 10/2020 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2003 → 10/2021
  Usa Racquetball
  Colorado Springs, CO

Previous Registrations

• 2018-01-08 → 2020-07-30
  Usaa Investment Services Company
  San Antonio, TX
  Phoenix, AZ
• 2015-05-20 → 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

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-05
• S63 Uniform Securities Agent State Law Examination
  2014-10-28

Designations

• Certified Financial Planner

Other Names

• Chris James Jorgensen
• Christopher James Jorgensen
• Christopher Jorgensen