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Jonathan Michael Saxon

Edelman Financial Engines

Towson, MD

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-11-01
TX RA APPROVED_RES 2018-11-01
  • MD RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED_RES
    Since 2018-11-01

Branch Locations

901 Dulaney Vlley Rd Suite 901, Towson, MD 21204 • 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
Edelman Financial Services Llc Fairfax VA 08/2010 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 08/2010 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-24
  • S66 Uniform Combined State Law Examination
    2004-07-24

View on SEC IAPD

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