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Jinfu Yang

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7668724

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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 2026-04-21
TX RA APPROVED 2026-04-21
  • AZ RA
    APPROVED
    Since 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-21

Branch Locations

14321 N 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
Morgan Stanley Seattle WA 01/2023 03/2026
Bank Of America Seattle WA 09/2019 12/2022
Apple Inc. Seattle WA 11/2018 09/2019
Microsoft Corporation Seattle WA 03/2018 11/2018
Apple, Inc. Chengdu 12/2015 05/2017
The Vanguard Group, Inc. Scottsdale AZ 04/2026 Present
Unemployed Seattle WA 05/2017 03/2018
Vanguard Marketing Corporation Scottsdale AZ 04/2026 Present
Vanguard Advisers, Inc. Scottsdale AZ 04/2026 Present
  • 01/2023 → 03/2026
    Morgan Stanley
    Seattle, WA
  • 09/2019 → 12/2022
    Bank Of America
    Seattle, WA
  • 11/2018 → 09/2019
    Apple Inc.
    Seattle, WA
  • 03/2018 → 11/2018
    Microsoft Corporation
    Seattle, WA
  • 12/2015 → 05/2017
    Apple, Inc.
    Chengdu
  • 04/2026 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2017 → 03/2018
    Unemployed
    Seattle, WA
  • 04/2026 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 04/2026 → Present
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-06
  • S66 Uniform Combined State Law Examination
    2023-11-06
Other Names
  • Jason Yang

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC

Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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