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Jeffrey James Dietz

Edelman Financial Engines

Fairfax, VA

Tampa, FL

Lutz, FL

CRD 5935050

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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
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
  • Chartered Financial Analyst
Other Names
  • Jeffrey James Dietz
  • Jeffrey Dietz

View on SEC IAPD

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Nearby Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little

Nearby Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA

More in Fairfax, VA

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