Steven Craig Shipley

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

• 03/2024 → 02/2026
  J.P. Morgan Securities Llc
  Tempe, AZ
• 09/2015 → 02/2024
  Bww Law Group, Llc
  Scottsdale, AZ
• 03/2023 → 02/2024
  Self-Employed
  Scottsdale, AZ
• 03/2023 → 02/2024
  Self-Employed
  Scottsdale, AZ
• 01/2016 → 12/2017
  Self-Employed
  Nottingham, MD
• 01/2016 → 12/2016
  Self-Employed
  Nottingham, MD
• 11/2015 → 12/2017
  Self-Employed
  Nottingham, MD
• 02/2026 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2026 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 09/2025 → Present
  Self-Employed
  Scottsdale, AZ

Previous Registrations

• 2024-04-09 → 2026-02-12
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe , AZ
  Scottsdale, AZ
  Westerville, OH
  Plano, TX

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: GAMING POSITION: VIDEO GAME TESTER START DATE: 09/2025 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: VIDEO GAME TESTING

Exams

• S66 Uniform Combined State Law Examination
  2023-12-12

Other Names

• Steven Shipley
• Steven C Shipley
• Steven Shipley
• Steve C Shipley
• Steve Shipley
• Steven Shipley
• Steven Craig Shipley