Jacob John Storms
Investment adviser representative at Vanguard Advisers, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Vanguard Adviser's, Inc.Feb 2026 to now
- The Vanguard Group, Inc.Nov 2025 to now
- Vanguard Marketing CorporationNov 2025 to now
- Sonoran Restaurant Group, LLCFeb 2019 to now
- Facet WealthJan 2022 to Nov 2025
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jan 2022
- Northwestern Mutual Investment Services, LLCJun 2013 to Jan 2022
- Northwestern Mutual Life Insurance CompanyJan 2007 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2910236
- Firm CRD
- 106715