Jared Reed Goldberg
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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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
11 years in the industry.
- Dc Ranch Tax Strategies, LLCJan 2026 to now
- Self-employedApr 2024 to now
- Vanguard Advisers, Inc.Aug 2023 to now
- The Vanguard Group, Inc.Jun 2023 to now
- Vanguard Marketing CorporationJun 2023 to now
- RandstadJun 2022 to Aug 2022
- Self-employedJan 2021 to Jan 2023
- Alpha Squared CapitalAug 2020 to Jan 2021
- Arizona State UniversityAug 2019 to May 2023
- Dicks Sporting GoodsMay 2019 to Jun 2020
- Peter Piper PizzaMay 2016 to May 2017
- Desert Mountain High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7538691
- Firm CRD
- 106715