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Inactive

James Francis Connelly

Edelman Financial Engines

Oveland Park, KS

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2016-11-30
  • KS RA
    APPROVED
    Since 2016-11-30

Branch Locations

10950 Grandview Drive Suite 500, Oveland Park, KS 66210 • 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
Fedex Lenexa KS 10/2013 09/2016
Tmfs Advisors, Llc Overland Park KS 07/2016 11/2016
Financial Engines Advisors L.L.C. Overland Park KS 11/2016 Present
  • 10/2013 → 09/2016
    Fedex
    Lenexa, KS
  • 07/2016 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Overland Park, KS
Previous Registrations
  • 2016-07-22 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Overland Park, KS
  • 2014-04-07 → 2016-07-18
    Vsr Financial Services, Inc.
    Overland Park, KS
  • 2012-01-25 → 2014-04-08
    Waddell & Reed
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-24
  • S66 Uniform Combined State Law Examination
    2012-01-24
Other Names
  • Jim Connelly

View on SEC IAPD

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JEFFREY GARTH CRAM
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MICHAEL EMORY CHOATE
DARRIN RICHARD WOLFF
WILLIAM COOKE TRACY
DAVID MARTIN MEINZENBACH
ASHLEY PATRICIA DECKER

Other Offices

EDELMAN FINANCIAL ENGINES · OVERLAND PARK, KS
ENLIGHTNU WEALTH LLC · OVERLAND PARK, KS
AE WEALTH MANAGEMENT, LLC · Overland Park, KS
DEMARCHE · OVERLAND PARK, KS
CREATIVEONE WEALTH, LLC · Overland Park, KS
EDWARD JONES · OVERLAND PARK, KS
WEALTHPLAN INVESTMENT MANAGEMENT LLC · overland park, KS
SOUND STEWARDSHIP, LLC · OVERLAND PARK, KS

More in Oveland Park, KS

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