Brian Jacob Partridge

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

• 12/2016 → 05/2018
  Diversify, Inc.
  Sandy, UT
• 05/2015 → 12/2016
  Builderfusion
  Provo, UT
• 06/2018 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2015 → 12/2016
  First Financial Advisors
  Orem, UT
• 11/2015 → Present
  Rey's Reflector Ovens, Llc
  Provo, UT
• 11/2021 → Present
  Granite Creek Boxes, Llc
  Rolesville, NC
• 01/2023 → Present
  Self-Employed
  Charlotte, NC
• 09/2016 → Present
  Pear Tree Estates, Llc
  Provo, UT
• 02/2025 → Present
  Granite Creek Boxes Publishing
  Rolesville, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: SWOOP HOMIES LLC INVESTMENT-RELATED ADDRESS: PROVO, UT POSITION: LANDLORD/OWNER START DATE: 12/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: PEAR TREE ESTATES, LLC INVESTMENT RELATED ADDRESS: PROVO, UT NATURE OF BUSINESS: RENTAL PROPERTIES POSITION: OWNER START DATE: 9/2016 APPROX. HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY AND MANAGMENT HOLDING ACCOUNT NAME OF BUSINESS: REY'S REFLECTOR OVENS, LLC NON-INVESTMENT RELATED ADDRESS: PROVO, UT NATURE OF BUSINESS: RETAIL/SERVICE POSITION: OWNER START DATE: 11/2015 APPROX. HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: GRANITE CREEK BOXES, LLC NON-INVESTMENT RELATED: ADDRESS: ROLESVILLE, NC NATURE OF BUSINESS: RETAIL/SERVICE POSITION: OWNER START DATE: 11/2021 APPROX. HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: OWNER NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: CONSTRUCTION POSITION: CONTRACTED WITH CHARLOTTE PERGOLAS START DATE: 01/2023 APPROX. HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PREPARE AND INSTALL PERGOLAS NAME OF BUSINESS: GRANITE CREEK BOXES PUBLISHING NON-INVESTMENT-RELATED ADDRESS: ROLESVILLE, NC NATURE OF BUSINESS: PUBLISHING POSITION: AUTHOR START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PUBLISHING

Exams

• S66 Uniform Combined State Law Examination
  2018-07-31

Other Names

• Jake Partridge
• Brian Jacob Partridge
• Brian Partridge