Jordan Thomas Ballard
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.
- Vanguard Advisers, Inc.Feb 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to Jan 2026
- Ping HealthFeb 2025 to May 2025
- Self-employedMar 2020 to Feb 2025
- HomelightOct 2019 to Mar 2020
- Upgrade IncDec 2017 to Oct 2019
- Arizona State UniversityJan 2016 to Aug 2017
- UberSep 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8101749
- Firm CRD
- 106715