Joseph Patrick Donnelly

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

• 05/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 12/2021 → 04/2022
  Walmart
  Phoenix, AZ
• 08/2020 → 12/2021
  Walmart
  Flagstaff, AZ
• 03/2020 → 08/2020
  Walmart
  Phoenix, AZ
• 08/2019 → 03/2020
  Walmart
  Flagstaff, AZ
• 06/2019 → 08/2019
  Walmart
  Phoenix, AZ
• 08/2018 → 12/2021
  Northern Arizona University
  Flagstaff, AZ
• 06/2017 → 08/2018
  Waffle House
  Phoenix, AZ
• 08/2014 → 05/2018
  Barry Goldwater High School
  Phoenix, AZ
• 06/2016 → 05/2018
  Paradise Valley Community College
  Phoenix, AZ
• 02/2022 → 03/2023
  Self-Employed
  Phoenix, AZ
• 05/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 04/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-04-01
• S63 Uniform Securities Agent State Law Examination
  2022-06-10

Other Names

• Joe Patrick Donnelly
• Joe Donnelly
• Joseph Donnelly