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Jeffrey James Dietz

Edelman Financial Engines

Fairfax, VA

Tampa, FL

Lutz, FL

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-15
TX RA APPROVED 2025-07-10
VA RA APPROVED 2025-07-10
  • FL RA
    APPROVED
    Since 2025-07-15
  • TX RA
    APPROVED
    Since 2025-07-10
  • VA RA
    APPROVED
    Since 2025-07-10

Branch Locations

4000 Legato Rd 8Th Floor, Fairfax, VA 22033 • United States

4221 W Boy Scout Blvd Suite 190, Tampa, FL 33607 • United States

Lutz, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 06/2013 05/2019
J.P. Morgan Securities Llc Tempe AZ 05/2019 04/2022
Fisher Investments Tampa FL 05/2022 07/2025
Edelman Financial Engines Santa Clara CA 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-23
S63 Uniform Securities Agent State Law Examination 2011-08-17
  • S65 Uniform Investment Adviser Law Examination
    2013-09-23
  • S63 Uniform Securities Agent State Law Examination
    2011-08-17
Designations
Other Names
  • Jeffrey James Dietz
  • Jeffrey Dietz

View on SEC IAPD

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PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

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