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Jeffrey Garth Cram

Edelman Financial Engines

Overland Park, KS

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2016-11-30
TX RA APPROVED_RES 2016-11-30
  • KS RA
    APPROVED
    Since 2016-11-30
  • TX RA
    APPROVED_RES
    Since 2016-11-30

Branch Locations

10950 Grandview Drive Suite 500, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tmfs Advisors, Llc Overland Park KS 10/2011 11/2016
Financial Engines Advisors L.L.C. Shawnee KS 11/2016 Present
  • 10/2011 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Shawnee, KS
Previous Registrations
  • 2011-10-31 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Overland Park, KS
    Shawnee, KS
  • 2010-07-15 → 2011-11-03
    Cetera Advisors Llc
    Overland Park, KS
    Overland Park, KS
  • 2001-10-24 → 2009-05-14
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Leawood, KS
    Leawood, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-27
  • S66 Uniform Combined State Law Examination
    2001-09-27

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
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MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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