Jonathan Aaron Williams

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

• 10/2016 → 05/2017
  Land Resources Inc.
  Peoria, AZ
• 10/2013 → 09/2016
  Grand Canyon University
  Phoenix, AZ
• 08/2013 → 04/2017
  Grand Canyon University
  Phoenix, AZ
• 06/2017 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Other Businesses

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

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-07-18

Designations

• Certified Financial Planner

Other Names

• Jon Williams
• Jonathan Williams