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Jesse Alan Wilson

Edelman Financial Engines

Chandler, AZ

Eagle, ID

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-09-27
AZ RA APPROVED 2018-10-19
TX RA APPROVED_RES 2018-10-15
  • ID RA
    APPROVED
    Since 2021-09-27
  • AZ RA
    APPROVED
    Since 2018-10-19
  • TX RA
    APPROVED_RES
    Since 2018-10-15

Branch Locations

3100 West Ray Road Suite 334, Chandler, AZ 85226 • United States

Eagle, ID • 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
OrganizationCityStateFromTo
Edelman Fianancial Llc Fairfax VA 08/2011 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 10/2018 Present
  • 08/2011 → 11/2018
    Edelman Fianancial Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 10/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2011-08-29 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    Scottsdale, AZ
    Tempe, AZ
    Tempe, AZ
  • 2009-09-11 → 2010-07-15
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2006-10-23 → 2009-08-26
    T. Rowe Price Advisory Services, Inc.
    Colorado Springs, CO
    Colorado Springs, CO
  • 2000-04-21 → 2006-10-24
    Vanguard Advisers, Inc.
    Malvern, PA
  • 2006-08-23 → 2006-09-22
    Zions Direct, Inc.
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-17
S63 Uniform Securities Agent State Law Examination 1997-09-02
  • S66 Uniform Combined State Law Examination
    2000-03-17
  • S63 Uniform Securities Agent State Law Examination
    1997-09-02
Designations

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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