Joshua Matthew Preston

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 → 05/2017
  Travelex
  Austin, TX
• 09/2017 → 09/2018
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2016 → 08/2016
  Wells Fargo Bank
  Phoenix, AZ
• 09/2018 → 06/2019
  Apex Systems
  Phoenix, AZ
• 07/2019 → 09/2021
  J.P. Morgan Securities Llc
  Phoenix, AZ
• 07/2019 → 09/2021
  Jpmorgan Chase Bank, N.A.
  Phoenix, AZ
• 09/2021 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith
  Chandler, AZ
• 09/2022 → 04/2025
  J.P. Morgan Securities Llc
  Tempe, AZ
• 09/2024 → 04/2025
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 01/2021 → 08/2021
  Geopolitical Affairs
  Chandler, AZ
• 06/2017 → 08/2017
  Unemployed
  Dallas, TX
• 04/2024 → 10/2024
  The Geopolitical Review
  Chandler, AZ
• 06/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2025 → Present
  The Vanguard Marketing Corporation
  Scottsdale, AZ
• 06/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 08/2020 → 07/2021
  The University Of Illinois At Urbana-Champaign
  Chandler, AZ
• 08/2015 → 05/2017
  The University Of Texas At Austin
  Austin, TX
• 08/2021 → 09/2022
  The University Of Illinois At Urbana-Champaign
  Gilbert, AZ
• 09/2022 → 08/2023
  The University Of Illinois At Urbana-Champaign
  Chandler, AZ
• 10/2022 → 10/2023
  The American College Of Financial Services
  Chandler, AZ

Previous Registrations

• 2022-11-09 → 2025-04-04
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Phoenix, AZ
  Chicago, IL
• 2021-11-22 → 2022-08-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-19
• S63 Uniform Securities Agent State Law Examination
  2018-02-23

Other Names

• Joshua Preston
• Joshua Matthew Preston
• Joshua M Preston