Jennifer Eileen Ervin

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

• 01/2016 → 11/2016
  Tmfs Advisors, Llc
  Greenwood, IN
• 11/2016 → Present
  Financial Engines Advisors L.L.C.
  Greenwood, IN

Previous Registrations

• 2016-03-15 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Greenwood, IN
  Overland Park, KS
• 2015-08-11 → 2015-11-23
  Sanctuary Advisors, Llc
  Chicago, IL
• 2011-08-22 → 2015-08-11
  Sanctuary Securities, Inc.
  Indianapolis, IN
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2011-08-17
• S65 Uniform Investment Adviser Law Examination
  1998-07-08
• S63 Uniform Securities Agent State Law Examination
  1998-06-23