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Joelle Rhea Morris

Edelman Financial Engines

Kansas City, MO

CRD 5443345

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2020-01-07
  • MO RA
    APPROVED
    Since 2020-01-07

Branch Locations

Kansas City, MO • 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
Smart 401K, Llc Overland Park KS 08/2014 08/2018
Financial Engines Advisors L.L.C. Overland Park KS 08/2018 Present
  • 08/2014 → 08/2018
    Smart 401K, Llc
    Overland Park, KS
  • 08/2018 → Present
    Financial Engines Advisors L.L.C.
    Overland Park, KS
Previous Registrations
  • 2014-08-20 → 2018-08-22
    Smart401K, Llc
    Overland Park, KS
  • 2013-09-26 → 2014-09-09
    Financial Engines Advisor Center, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-26
S63 Uniform Securities Agent State Law Examination 2007-12-06
  • S65 Uniform Investment Adviser Law Examination
    2013-09-26
  • S63 Uniform Securities Agent State Law Examination
    2007-12-06
Other Names
  • Joelle Rhea Jenkins

View on SEC IAPD

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