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Shawn Donelle Jackson

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7464399

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-12-06
TX RA APPROVED 2024-12-04
  • AZ RA
    APPROVED
    Since 2024-12-06
  • TX RA
    APPROVED
    Since 2024-12-04

Branch Locations

14321 North Northsight Blvd., Scottsdale, AZ 85260 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 05/2022 Present
Randstad Phoenix AZ 12/2021 04/2022
Self-Employed Phoenix AZ 01/2022 Present
First Team Logistics Columbus OH 08/2021 09/2021
Chase Columbus OH 05/2017 06/2021
Maryhaven Columbus OH 10/2015 03/2017
Vanguard Marketing Corporation Scottsdale AZ 05/2022 Present
Vanguard Advisers, Inc. Scottsdale AZ 12/2024 Present
  • 05/2022 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 12/2021 → 04/2022
    Randstad
    Phoenix, AZ
  • 01/2022 → Present
    Self-Employed
    Phoenix, AZ
  • 08/2021 → 09/2021
    First Team Logistics
    Columbus, OH
  • 05/2017 → 06/2021
    Chase
    Columbus, OH
  • 10/2015 → 03/2017
    Maryhaven
    Columbus, OH
  • 05/2022 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 12/2024 → Present
    Scottsdale, AZ
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 01/2022 APPROXIMATE HOURS/MONTH: 60 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
S63 Uniform Securities Agent State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2024-11-25
  • S63 Uniform Securities Agent State Law Examination
    2022-08-15
Other Names
  • Shawn Jackson
  • Shawn Jackson Ii
  • Shawn Donelle Jackson

View on SEC IAPD

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