Jacob Ross Dunn

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

• 06/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2022 → 08/2022
  Tipton Municipal Golf Course
  Tipton, IN
• 01/2020 → 05/2022
  Purdue University Recreation And Wellness
  West Lafayette, IN
• 05/2021 → 08/2021
  First Merchants Bank
  Muncie, IN
• 05/2020 → 08/2020
  Agreliant Genetics (Agrigold)
  Westfield, IN
• 05/2019 → 08/2019
  City Of Tipton
  Tipton, IN
• 08/2019 → 05/2022
  Purdue University
  West Lafayette, IN
• 08/2015 → 05/2019
  Tipton High School
  Tipton, IN
• 05/2017 → 08/2017
  City Of Tipton
  Tipton, IN
• 05/2015 → 08/2018
  Beck's Hybrids
  Atlanta, IN
• 08/2022 → 06/2026
  Hornets Sports And Entertainment
  Charlotte, NC
• 07/2024 → Present
  Best Crowd Management
  Charlotte, NC
• 06/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 10/2023 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 06/2026 → Present
  Trash Fairies
  Charlotte, NC
• 06/2026 → Present
  Mygolflinks, Llc
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: BEST CROWD MANAGEMENT NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: GUEST SERVICES POSITION: GUEST SERVICES START DATE: 07/2024 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: SEAT GUESTS NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 07/2024 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FULL AGENT NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FULL AGENT NAME OF BUSINESS: TRASH FAIRIES NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: RETAIL/SERVICE POSITION: COURIER START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 30 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PICKING UP TRASH NAME OF BUSINESS: MYGOLFLINKS, LLC NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: GOLF TECHNOLOGY PLATFORM POSITION: CO-FOUNDER/CFO/COO START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE OPERATIONS AND FINANCES

Exams

• S66 Uniform Combined State Law Examination
  2023-10-04
• S63 Uniform Securities Agent State Law Examination
  2022-10-20

Other Names

• Jacob Dunn