Michael Robert Jacobson

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

• 06/2023 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2022 → 08/2022
  Archer Huntley Financial Services
  Okemos, MI
• 05/2021 → 08/2021
  Jackson National
  Lansing, MI
• 05/2020 → 08/2020
  Doordash
  Okemos, MI
• 08/2019 → 05/2023
  Liberty University
  Lynchburg, VA
• 08/2015 → 05/2019
  Lansing Christian High School
  Lansing, MI
• 06/2017 → 06/2018
  First National Bank Of America
  East Lansing, MI
• 06/2023 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 08/2023 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-08-18

Other Names

• Mike Jacobson
• Michael R Jacobson
• Michael Jacobson