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Jason Michael Bright

Edelman Financial Engines

Westminster, CO

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-02
CO RA APPROVED 2024-07-09
  • TX RA
    APPROVED_RES
    Since 2025-06-02
  • CO RA
    APPROVED
    Since 2024-07-09

Branch Locations

1120 W 122Nd Ave Suite 300, Westminster, CO 80234 • 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
The Vanguard Group, Inc. Scottsdale AZ 07/1998 07/2022
Edelman Financial Engines Santa Clara CA 07/2024 10/2025
Unemployed Lafayette CO 08/2022 06/2024
Edelman Financial Engines Santa Clara CA 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-02
S63 Uniform Securities Agent State Law Examination 1999-06-28
  • S66 Uniform Combined State Law Examination
    2019-12-02
  • S63 Uniform Securities Agent State Law Examination
    1999-06-28

View on SEC IAPD

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KEY INVESTMENT SERVICES LLC · Westminster, CO
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