Jason Michael Bright

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

• 07/1998 → 07/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2024 → 10/2025
  Edelman Financial Engines
  Santa Clara, CA
• 08/2022 → 06/2024
  Unemployed
  Lafayette, CO
• 10/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2020-01-02 → 2022-08-17
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-12-02
• S63 Uniform Securities Agent State Law Examination
  1999-06-28