Jenny Alice Duncan

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

• 12/2014 → 10/2018
  Wells Fargo Funds Distributor, Llc
  Charlotte, NC
• 11/2018 → 05/2020
  Rsm Us Wealth Management Llc
  Charlotte, NC
• 05/2020 → 10/2023
  Charles Schwab & Co, Inc.
  Westlake, TX
• 10/2023 → Present
  The Vanguard Group, Inc
  Charlotte, NC
• 08/2017 → 05/2019
  Emory University
  Charlotte, NC

Previous Registrations

• 2020-07-15 → 2023-10-27
  Charles Schwab & Co., Inc.
  Westlake, TX
  Westlake, TX
  Lone Tree, CO
  Northlake, TX
  Austin, TX
• 2018-11-13 → 2020-05-04
  Choreo, Llc
  Charlotte, NC
• 2016-12-22 → 2018-10-23
  Allspring Funds Management, Llc
  Charlotte, NC
• 2012-09-12 → 2015-01-02
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charleston, SC
  Charlotte, NC
  Charleston, SC
  Charleston, SC
  Charleston, SC
• 2012-05-09 → 2012-07-02
  Asset & Financial Planning, Ltd
  Boca Raton, FL
• 2011-03-01 → 2011-11-04
  Banyan Partners, Llc
  Palm Beach Gardens, FL
• 2010-11-22 → 2011-03-15
  15430 Endeavour Drive, Inc.
  Jupiter, FL
• 2010-07-12 → 2010-09-16
  Wells Fargo Insurance Services Investment Advisors, Inc.
  North Palm Beach, FL
  Charlotte, NC
• 2008-12-11 → 2009-12-09
  Bonds.COm Wealth Management, Llc
  Boca Raton, FL
• 2007-12-06 → 2008-10-23
  1St Discount Brokerage, Inc.
  Lake Worth, FL
• 2006-06-26 → 2007-11-16
  Davenport & Company Llc
  Richmond, VA
  Richmond, VA
• 2005-04-04 → 2006-06-19
  Anderson & Strudwick, Incorporated
  Richmond, VA
  Richmond, VA
• 2005-03-31 → 2005-04-04
  A&S Capital Advisors, Inc.
  Richmond, VA

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-07
• S63 Uniform Securities Agent State Law Examination
  1998-02-11

Other Names

• Jenny Duncan Williams
• Jenny Alice Williams
• Jenny A Duncan
• Jenny D Lamond
• Jenny Duncan Williams
• Jenny D Lasmond
• Jenny D Lamond
• Jenny Duncan Lamond
• Alice Lamond
• Jen Duncan
• Jenny Alyce Duncan
• Jenny D Williams