John Hamilton Mackay

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 08/2023
  American Century Investment Services, Inc
  Kansas City, MO
• 05/2024 → 02/2025
  City Different Investments
  Santa Fe, NM
• 08/2023 → 05/2024
  Unemployed
  Leawood, KS
• 05/2025 → 03/2026
  Edelman Financial Engines
  Santa Clara, CA
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-06-16 → 2025-02-21
  City Different Investments
  Santa Fe, NM
  Leawood, KS
• 2008-04-11 → 2012-12-31
  American Century Advisory Services, Inc.
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-03-07

Designations

• Chartered Financial Analyst

Other Names

• John Hamilton Mackay
• John Hamilton Mackay
• Mac Mackay