Cynthia Ann Jordan

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

• 01/2006 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 07/2016 → 11/2022
  Mystery Shopper Services
  Concord, NC
• 11/2022 → Present
  Self-Employed
  Concord, NC
• 07/2016 → Present
  Cynthia Jordan Realty
  Concord, NC
• 01/2006 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 12/2018 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: CYNTHIA JORDAN REALTY INVESTMENT-RELATED ADDRESS; CONCORD NC NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 07/2016 HOURS WORKED PER MONTH: 1 HOURS WORKED DURING SECURITY TRADING HOURS: 0. DUTIES: REALTOR NAME OF BUSINESS: SELF EMPLOYED NON-INVESTMENT-RELATED RELATED ADDRESS: CONCORD, NC NATURE OF BUSINESS DELIVERY POSITION: CONTRACTED WITH SHIPT START DATE: 11/2022 APPROXIMATE HOURS/MONTH: 6 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-16
• S63 Uniform Securities Agent State Law Examination
  2006-02-16

Other Names

• Cynthia Ann Gunnoe
• Cynthia Jordan