Jacquelyn Brown Hartman

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

• 11/2016 → 06/2017
  Randstad
  Scottsdale, AZ
• 06/2017 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 06/2017 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2016 → 11/2016
  Unemployed
  Cave Creek, AZ
• 07/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-02-16 → 2024-12-31
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: THE EDWARDS FAMILY TRUST INVESTMENT-RELATED ADDRESS: SUN CITY, AZ NATURE OF BUSINESS: FAMILY TRUST POSITION: TRUSTEE START DATE: 03/2019 APPROXIMATE HOURS/MONTH: 2 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: TRUSTEE ON FAMILY TRUST

Exams

• S66 Uniform Combined State Law Examination
  2022-02-15
• S63 Uniform Securities Agent State Law Examination
  2019-10-28

Other Names

• Jacquelyn Hartman Watson
• Jacquelyn Scott Brown
• Jackie Brown Hartman
• Jacquelyn Hartman