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Jennifer Lyn Keiling

Edelman Financial Engines

Red Bank, NJ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-27
NJ RA APPROVED 2022-08-08
NY RA APPROVED 2022-08-08
  • TX RA
    APPROVED_RES
    Since 2024-06-27
  • NJ RA
    APPROVED
    Since 2022-08-08
  • NY RA
    APPROVED
    Since 2022-08-08

Branch Locations

328 Newman Springs Rd Suite #1, Red Bank, NJ 07701 • 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 Fairfax VA 01/2012 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 10/2018 06/2019
Eisneramper Wealth Management & Corporate Benefits, Llc Isilin NJ 06/2019 07/2022
Apw Capital Rockaway NJ 09/2021 07/2022
Financial Engines Advisors L.L.C. Santa Clara CA 07/2022 Present
  • 01/2012 → 11/2018
    Edelman Financial Services
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 10/2018 → 06/2019
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 06/2019 → 07/2022
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Isilin, NJ
  • 09/2021 → 07/2022
    Apw Capital
    Rockaway, NJ
  • 07/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2019-07-19 → 2022-07-11
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Iselin, NJ
  • 2018-10-16 → 2019-06-20
    Edelman Financial Engines
    Red Bank, NJ
  • 2016-06-07 → 2018-11-01
    Edelman Financial Services, Llc
    Red Bank, NJ
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-21
S63 Uniform Securities Agent State Law Examination 2013-08-29
  • S65 Uniform Investment Adviser Law Examination
    2016-05-21
  • S63 Uniform Securities Agent State Law Examination
    2013-08-29
Other Names
  • Jennifer L Keiling

View on SEC IAPD

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Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

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