Andrew Jerome Walsh

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

• 11/2018 → 08/2020
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2018 → 11/2018
  Freedom Mortgage Corporation
  Tempe, AZ
• 05/2017 → 08/2017
  Diamond Resorts International
  Sedona, AZ
• 02/2016 → 06/2018
  Northern Arizona University
  Flagstaff, AZ
• 08/2016 → 03/2017
  Domino's
  Flagstaff, AZ
• 08/2020 → 09/2021
  Robinhood Financial, Llc
  Peoria, AZ
• 09/2022 → 06/2025
  J.P. Morgan Securities Llc
  Tempe, AZ
• 09/2022 → 06/2025
  J.P. Morgan Chase Bank, N.A.
  Tempe, AZ
• 08/2014 → 05/2018
  Northern Arizona University
  Flagstaff, AZ
• 06/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 06/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 09/2021 → 08/2022
  Robinhood Financial, Llc
  Litchfield Park, AZ

Previous Registrations

• 2023-01-25 → 2025-06-13
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-11-22
• S63 Uniform Securities Agent State Law Examination
  2019-07-24

Other Names

• Andrew Jerome Walsh
• Andrew Walsh