Best Investors Account Sign in
Inactive

Eric Jesse Wasson

Edelman Financial Engines

Indianapolis, IN

Claim This Profile
Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-03
IN RA APPROVED 2016-10-06
  • TX RA
    APPROVED_RES
    Since 2024-05-03
  • IN RA
    APPROVED
    Since 2016-10-06

Branch Locations

8555 N. River Rd Suite 350, Indianapolis, IN 46240 • 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 07/2015 11/2016
Financial Engines Advisors L.L.C. Santa Clara CA 11/2016 Present
  • 07/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2015-07-07 → 2016-12-01
    Financial Engines Advisor Center, Llc
    Indianapolis, IN
    Overland Park, KS
  • 2014-01-02 → 2015-09-03
    The Mutual Fund Store
    Overland Park, KS
    Indianapolis, IN
  • 2013-07-01 → 2015-01-20
    Financial Engines Advisor Center, Llc
    Overland Park, KS
  • 2012-09-05 → 2013-06-06
    Lpl Financial Llc
    Auburn, IN
    Auburn, IN
    Indianapolis, IN
  • 2012-09-19 → 2013-05-28
    Hefty Wealth Partners
    Auburn, IN
  • 2004-09-27 → 2012-08-07
    Td Ameritrade, Inc.
    Cincinnati, OH
    Indianapolis, IN
    Overland Park, KS
    Overland Park, KS
    Cincinnati, OH
    Cincinnati, OH
  • 2006-05-18 → 2012-08-07
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
    Indianapolis, IN
  • 2004-06-08 → 2004-07-20
    Quick & Reilly, Inc.
    Birmingham, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-07
S63 Uniform Securities Agent State Law Examination 1998-04-14
  • S65 Uniform Investment Adviser Law Examination
    2004-06-07
  • S63 Uniform Securities Agent State Law Examination
    1998-04-14
Other Names
  • Eric J Wasson

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor