Jhair Urbina-Delgado

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

• 01/2023 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2019 → 01/2023
  Johnson & Nicholson, Pllc
  Charlotte, NC
• 04/2018 → 04/2019
  South State Bank
  Indian Trail, NC
• 11/2016 → 12/2016
  Grubhub
  Charlotte, NC
• 08/2013 → 05/2016
  Appalachian State University
  Boone, NC
• 06/2016 → 10/2016
  Unemployed
  Pineville, NC
• 01/2017 → 03/2018
  Unemployed
  Pineville, NC

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2024-08-19
• S63 Uniform Securities Agent State Law Examination
  2023-03-10

Other Names

• Jhair Urbina
• Jhair Hadick Gonzalez-Delgado
• Jay Urbina-Delgado
• Jhair Urbinadelgado