Jason Michael Gulosh

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

• 10/2017 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 11/2018 → 02/2023
  Financial Engines Advisors L.L.C.
  Fairfax, VA
• 03/2023 → 06/2024
  Bogart Wealth
  Mclean, VA
• 09/2024 → 10/2025
  Edelman Financial Engines
  Santa Clara, CA
• 10/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 03/2007 → 08/2017
  Usaa Financial Planning Services
  Vienna, VA

Previous Registrations

• 2023-03-06 → 2024-06-04
  Bogart Wealth, Llc
  Mclean, VA
• 2018-11-01 → 2023-02-27
  Edelman Financial Engines
  Fairfax, VA
  Ashburn, VA
• 2017-10-23 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
• 2007-03-28 → 2017-08-16
  Usaa Financial Planning Services
  Vienna, VA
  San Antonio, TX
  Phoenix, AZ
• 2002-05-08 → 2007-02-28
  Banc Of America Investment Services, Inc.
  Williamsburg, VA
  Williamsburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2002-05-07
• S63 Uniform Securities Agent State Law Examination
  2001-05-17

Designations

• Certified Financial Planner