Fanecia Jones Wiggan

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

• 06/2015 → 01/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2022 → 11/2022
  Empower
  Huntersville, NC
• 11/2022 → 09/2024
  Principal Securities
  Huntersville, NC
• 09/2024 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2024 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2024 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2023-01-10 → 2024-09-24
  Principal Securities, Inc.
  Huntersville, NC
  Des Moines, IA
  Charlotte, NC
• 2022-02-02 → 2022-11-28
  Personal Capital Advisors Corporation
  Huntersville, NC
  Greenwood Village, CO
• 2017-08-29 → 2022-02-02
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-25
• S63 Uniform Securities Agent State Law Examination
  2015-07-16

Designations

• Certified Financial Planner

Other Names

• Fanecia N Jones
• Fanecia Jones
• Fanecia Natalia Jones
• Fanecia Natalia Wiggan
• Fanecia Wiggan
• Fanecia J Wiggan