Jeffrey David Whitmer

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:

Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-11-16
IN	RA	APPROVED	2016-09-22

TX RA
APPROVED_RES

Since 2016-11-16
IN RA
APPROVED

Since 2016-09-22

Branch Locations

9921 Dupont Circle Drive West Suite 225, Fort Wayne, IN 46825 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Tmfs Advisors, Llc	Overland Park	KS	07/2015	11/2016
Financial Engines Advisors L.L.C.	Fort Wayne	IN	11/2016	Present

07/2015 → 11/2016

Tmfs Advisors, Llc

Overland Park, KS
11/2016 → Present

Financial Engines Advisors L.L.C.

Fort Wayne, IN

Previous Registrations

2015-07-09 → 2016-12-01

Financial Engines Advisor Center, Llc

Fort Wayne, IN

Overland Park, KS
2014-10-06 → 2016-07-26

The Mutual Fund Store

Tucson, AZ
2011-11-14 → 2015-09-02

The Mutual Fund Store

Overland Park, KS

Fort Wayne, IN
2002-02-10 → 2011-11-25

Tmfs-Fort Wayne, Llc

Fort Wayne, IN
2002-07-26 → 2003-02-04

Tmfs-Fort Wayne, Llc

Fort Wayne, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-01-22
S63	Uniform Securities Agent State Law Examination	1997-12-15

S66 Uniform Combined State Law Examination

2003-01-22
S63 Uniform Securities Agent State Law Examination

1997-12-15

View on SEC IAPD