Jonathan E Kirkham
Financial advisor at Vanguard Advisers Inc · Scottsdale, AZ
Last updated 2026-10-10
Claim your profileJonathan E Kirkham is a financial advisor at Vanguard Advisers Inc in Scottsdale, AZ, CRD 5519646. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2020-01-02.
Registration
- CRD number
- 5519646
- Registration status
- Active
- IAPD registration
- 2020-01-02
- Industry Experience
- 6 years
- Work Experience
- 18 years
- States registered
- AZ, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2008-04 to Present · The Vanguard Group, Inc. · Scottsdale, AZ
- 2023-07 to Present · Heart and Mind: Mobile Healthcare · Mesa, AZ
- 2008-04 to Present · Vanguard Marketing Corporation · Scottsdale, AZ
- 2020-01 to Present · Vanguard Advisers, Inc. · Scottsdale, AZ
- 2024-09 to Present · Self-Employed · Mesa, AZ
Current employment
- Vanguard Advisers, Inc. · Malvern, PA
Vanguard Advisers Inc
- Regulatory AUM
- $344,619,578,214
- Registered advisors
- 2,469
- Offices
- 80
- Clients per advisor
- 320.6 (Very high)
- Average AUM per client
- $435.4K (Low)
- High-net-worth client ratio
- 10.1% (Low)
Vanguard Advisers Inc: advisors, services and reported ETF investments
About
Jonathan E Kirkham is a financial advisor at Vanguard Advisers, Inc. in Scottsdale, AZ. Reported securities licenses include Series 63 and Series 66. The latest record indicates 6 years of industry experience and 18 years of reported work history.
Vanguard Advisers Inc's firm-level Form ADV reports 2,469 advisors across 80 offices; approximately 320.6 clients per advisor, average assets per client of $435,385, and regulatory AUM of $344.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, and Other investment advisers; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $29.2B across 527 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan E Kirkham personally.
Reported ETF positions
Vanguard Advisers reports 527 ETF positions worth $29.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $10.9B |
| VXUS — Vanguard Total International Stock ETF | $7.7B |
| BND — Vanguard Total Bond Market ETF | $4.6B |
| BNDX — Vanguard Total International Bond ETF | $2.8B |
| ESGV — Vanguard ESG U.S. Stock ETF | $508.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Vanguard Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $102.3K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $164.7K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.2M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | FNDE — Schwab Fundamental Emerging Markets Equity ETF | $220.5K | Top 92.4% | Replicability (R²) 81.7% · Residual Sharpe 0.12 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Vanguard Advisers Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Municipal Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
14321 N Northsight Blvd, Scottsdale, AZ 85260
364 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Jonathan E Kirkham?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.