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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| IL | RA | APPROVED | 2026-03-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 06/2020 | 11/2024 |
| Instacart | Cincinnati | OH | 05/2020 | 06/2020 |
| Amazon | Monroe | OH | 04/2020 | 06/2020 |
| Donnellon Mccarthy | Dayton | OH | 05/2019 | 03/2020 |
| Abercrombie & Fitch | Florence | KY | 11/2011 | 08/2019 |
| Fidelity Brokerage Services Llc | Covington | KY | 06/2020 | 11/2024 |
| Fidelity Personal And Workplace Advisors | Covington | KY | 08/2022 | 11/2024 |
| J.P. Morgan Securities Llc | South Chicago Heights | IL | 12/2024 | Present |
| Jpmorgan Chase Bank, N.A. | South Chicago Heights | IL | 12/2024 | Present |
| Edelman Financial Engines | Santa Clara | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-15 |
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