Justin Jon Lundberg

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

• 01/2022 → 03/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2021 → 12/2021
  Grand Canyon Education, Inc.
  Phoenix, AZ
• 09/2020 → 03/2021
  Unemployed
  Phoenix, AZ
• 07/2020 → 09/2020
  Right Honda
  Scottsdale, AZ
• 05/2012 → 06/2020
  Self-Employed
  Weiser, ID
• 08/2015 → 04/2020
  Grand Canyon University
  Phoenix, AZ
• 03/2023 → Present
  Lundberg Brands Llc
  Scottsdale, AZ
• 03/2023 → 12/2023
  Integrity Marketing Group Llc
  Scottsdale, AZ
• 03/2023 → 12/2023
  Annexus Securities Llc
  Scottsdale, AZ
• 01/2024 → 06/2024
  Morgan Stanley
  Gilbert, AZ
• 02/2026 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2026 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 10/2025 → 01/2026
  Vimly
  Scottsdale, AZ
• 02/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 10/2016 → 10/2022
  Lundberg Brands Llc
  Phoenix, AZ

Previous Registrations

• 2024-02-08 → 2024-07-19
  Morgan Stanley
  Gilbert, AZ
• 2022-03-31 → 2023-03-31
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: LUNDBERG BRANDS LLC NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: ECOMMERCE POSITION: OWNER START DATE: 03/2023 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER

Exams

• S66 Uniform Combined State Law Examination
  2022-03-30

Other Names

• Justin Lundberg
• Justin J Lundberg