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Jacob Douglas Altic

Edelman Financial Engines

Columbus, OH

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-02
OH RA APPROVED 2018-11-01
  • TX RA
    APPROVED_RES
    Since 2025-06-02
  • OH RA
    APPROVED
    Since 2018-11-01

Branch Locations

8800 Lyra Drive Suite 220, Columbus, OH 43240 • 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
Pruco Securities, Llc. Columbus OH 04/2016 07/2018
The Prudential Insurance Company Of America Columbus OH 05/2016 07/2018
Ef Legacy Securities, Llc Henrico VA 07/2018 10/2018
Edelman Financial Services, Llc Fairfax VA 07/2018 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 03/2022
Financial Engines Advisors L.L.C. Santa Clara CA 03/2022 07/2024
Edelman Financial Engines Santa Clara CA 07/2024 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 04/2016 → 07/2018
    Pruco Securities, Llc.
    Columbus, OH
  • 05/2016 → 07/2018
    The Prudential Insurance Company Of America
    Columbus, OH
  • 07/2018 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 07/2018 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → 03/2022
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 03/2022 → 07/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 07/2024 → 10/2025
    Edelman Financial Engines
    Santa Clara, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2018-07-13 → 2018-11-01
    Edelman Financial Services, Llc
    Colombus, OH
  • 2017-03-15 → 2018-07-17
    Pruco Securities, Llc.
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-08
S63 Uniform Securities Agent State Law Examination 2017-12-29
  • S65 Uniform Investment Adviser Law Examination
    2019-11-08
  • S63 Uniform Securities Agent State Law Examination
    2017-12-29

View on SEC IAPD

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STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

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