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Jared Reed Goldberg

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7538691

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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 2023-08-24
TX RA APPROVED 2023-08-21
  • AZ RA
    APPROVED
    Since 2023-08-24
  • TX RA
    APPROVED
    Since 2023-08-21

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 06/2023 Present
Desert Mountain High School Scottsdale AZ 08/2015 06/2019
Arizona State University Tempe AZ 08/2019 05/2023
Peter Piper Pizza Scottsdale AZ 05/2016 05/2017
Dicks Sporting Goods Scottsdale AZ 05/2019 05/2020
Alpha Squared Capital Scottsdale AZ 08/2020 01/2021
Self-Employed Tempe AZ 01/2021 01/2023
Randstad Scottsdale AZ 06/2022 08/2022
Dicks Sporting Goods Las Vegas NV 05/2020 06/2020
Self-Employed Scottsdale AZ 04/2024 Present
Vanguard Marketing Corporation Scottsdale AZ 06/2023 Present
Vanguard Advisers, Inc. Scottsdale AZ 08/2023 Present
Dc Ranch Tax Strategies, Llc Scottsdale AZ 01/2026 Present
  • 06/2023 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2015 → 06/2019
    Desert Mountain High School
    Scottsdale, AZ
  • 08/2019 → 05/2023
    Arizona State University
    Tempe, AZ
  • 05/2016 → 05/2017
    Peter Piper Pizza
    Scottsdale, AZ
  • 05/2019 → 05/2020
    Dicks Sporting Goods
    Scottsdale, AZ
  • 08/2020 → 01/2021
    Alpha Squared Capital
    Scottsdale, AZ
  • 01/2021 → 01/2023
    Self-Employed
    Tempe, AZ
  • 06/2022 → 08/2022
    Randstad
    Scottsdale, AZ
  • 05/2020 → 06/2020
    Dicks Sporting Goods
    Las Vegas, NV
  • 04/2024 → Present
    Self-Employed
    Scottsdale, AZ
  • 06/2023 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 08/2023 → Present
    Scottsdale, AZ
  • 01/2026 → Present
    Dc Ranch Tax Strategies, Llc
    Scottsdale, AZ
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: CONTRACTED WITH HOME SMART START DATE: 04/2024 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BUY AND SELL PROPERTIES NAME OF BUSINESS: DC RANCH TAX STRATEGIES, LLC NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: TAX PREPARATION POSITION: OWNER START DATE: 01/2026 APPROXIMATE HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TAX PREPARATION SERVICE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-18
  • S66 Uniform Combined State Law Examination
    2023-08-18
Other Names
  • Jared R Goldberg
  • Jared Goldberg

View on SEC IAPD

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