Jennifer Ellen Sims

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

• 09/2016 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 12/2016 → 09/2017
  Self-Employed
  San Francisco, CA
• 10/2017 → 07/2019
  Senegence
  Foothill Ranch, CA
• 11/2019 → 01/2023
  Self-Employed
  San Mateo, CA
• 07/2020 → 08/2020
  Food Lion, Llc
  Concord, NC
• 08/2020 → 12/2020
  Walmart, Inc.
  Concord, NC
• 09/2016 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-07-24
• S63 Uniform Securities Agent State Law Examination
  2016-11-08

Other Names

• Jenni Ellen Davis
• Jennifer Ellen Davis
• Jennifer Sims
• Jenni Sims
• Jennifer Davis