Morgan Nicole Soukup

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

• 07/2019 → 08/2021
  Jpmorgan Chase Bank, N.A.
  Naperville, IL
• 08/2021 → 08/2022
  J.P. Morgan Securities Llc
  Naperville, IL
• 05/2015 → 07/2019
  Express
  Geneva, IL
• 05/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2022 → 03/2025
  J.P. Morgan Securities Llc
  Phoenix, AZ
• 08/2017 → 06/2022
  Benedictine University
  Lisle, IL
• 08/2015 → 05/2017
  College Of Dupage
  Glen Ellyn, IL
• 05/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 07/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-07-22
• S63 Uniform Securities Agent State Law Examination
  2021-12-06

Other Names

• Morgan N Soukup
• Morgan Soukup