James Joseph Furlong

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 11/2016
  Tmfs Advisors, Llc
  Springfield, MA
• 11/2016 → Present
  Financial Engines Advisors L.L.C.
  Springfield, MA

Previous Registrations

• 2016-07-12 → 2016-11-30
  Financial Engines Advisor Center, Llc
  East Longmeadow, MA
  Overland Park, KS
• 2005-09-21 → 2016-08-09
  The Mutual Fund Store
  East Longmeadow, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-09
• S63 Uniform Securities Agent State Law Examination
  1990-04-30

Other Names

• James J Furlong