Zachary David Wilson

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

• 09/2017 → 04/2018
  Ohio State University Rec Sports Department
  Columbus, OH
• 05/2017 → 08/2017
  Lendkey Technologies
  Cincinnati, OH
• 12/2016 → 01/2017
  Ruby Tuesday
  Kings Mills, OH
• 06/2016 → 08/2016
  Ruby Tuesday
  Kings Mills, OH
• 06/2016 → 09/2016
  Buffalo Wings And Rings
  Mason, OH
• 08/2014 → 05/2018
  The Ohio State University
  Columbus, OH
• 09/2018 → 02/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2018 → 08/2018
  Unemployed
  Columbus, OH
• 11/2021 → 09/2023
  Jp Morgan Securities Llc
  Columbus, OH
• 09/2018 → 02/2021
  Vanguard Marketing Corporation
  Scottdale, AZ
• 09/2020 → 02/2021
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 02/2021 → 11/2021
  City National Bank
  Scottsdale, AZ
• 09/2023 → 03/2024
  Capfinancial Partners Llc (Captrust)
  Phoenix, AZ
• 09/2023 → 03/2024
  Capfinancial Securities Llc
  Phoenix, AZ
• 03/2024 → 06/2024
  Jpmorgan Chase Bank, Na
  Tempe, AZ
• 03/2024 → 06/2024
  Jpmorgan Securities Llc
  Tempe, AZ
• 09/2024 → 10/2024
  Bmo Bank N.A.
  Tempe, AZ
• 03/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2024 → 09/2024
  Unemployed
  Tempe, AZ
• 10/2024 → 02/2025
  Talentbridge
  Tempe, AZ
• 06/2024 → Present
  Self-Employed
  Tempe, AZ
• 07/2020 → 11/2021
  Self-Employed
  Scottsdale, AZ
• 03/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 03/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2024-09-10 → 2024-10-11
  Lpl Financial Llc
  Tempe, AZ
• 2024-03-19 → 2024-06-11
  J.P. Morgan Securities Llc
  Tempe, AZ
• 2023-10-26 → 2024-03-13
  Captrust
  Phoenix, AZ
  Phoenix, AZ
• 2021-12-23 → 2023-09-02
  J.P. Morgan Securities Llc
  Columbus, OH
• 2020-09-18 → 2021-03-12
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: TEMPE, AZ NATURE OF BUSINESS: CONTRACT DRIVER POSITION: DRIVER START DATE: 06/2024 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PICKUP FOOD ORDERS AND DELIVER THEM TO CONSUMERS

Exams

• S66 Uniform Combined State Law Examination
  2020-09-15
• S63 Uniform Securities Agent State Law Examination
  2018-11-06

Other Names

• Zachary David Wilson
• Zach Wilson
• Zachary Wilson
• Zachary D Wilson
• Zach D Wilson
• Zach David Wilson