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Inactive

Christopher George Werner

Edelman Financial Engines

Conshohocken, PA

Cherry Hill, NJ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-30
PA RA APPROVED 2018-10-12
TX RA APPROVED 2018-10-12
  • NJ RA
    APPROVED
    Since 2026-03-30
  • PA RA
    APPROVED
    Since 2018-10-12
  • TX RA
    APPROVED
    Since 2018-10-12

Branch Locations

100 Front St Suite 1210, Conshohocken, PA 19428 • United States

457 Haddonfield Rd. Suite 310, Cherry Hill, NJ 08002 • 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 10/2014 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 10/2018 11/2019
Financial Engines Advisors L.L.C Sunnyvale CA 11/2019 Present
  • 10/2014 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 10/2018 → 11/2019
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 11/2019 → Present
    Financial Engines Advisors L.L.C
    Sunnyvale, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-29
  • S66 Uniform Combined State Law Examination
    2010-06-29
Designations
Other Names
  • Christopher George Werner
  • Christopher Werner

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
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