Bobby Emmett

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

• 04/2011 → 09/2017
  Jcfd Enterprises (Jimmy Johns Franchise)
  Clarksville, TN
• 09/2017 → 12/2019
  Starbucks
  Clarksville, TN
• 10/2019 → 06/2021
  State Farm - David Brown
  Clarksville, TN
• 06/2021 → 11/2021
  Extended Travel
  Clarksville, TN
• 11/2021 → 03/2022
  Liberty Mutual
  Boston, MA
• 03/2022 → 04/2022
  Warby Parker
  New York City, NY
• 05/2022 → 06/2022
  Snapsheet
  Chicago, IL
• 08/2022 → 09/2022
  Art Of Living Foundation Dba Healing Breaths
  Washington, DC
• 09/2022 → 06/2023
  Devoted Health
  Waltham, MA
• 07/2023 → 12/2023
  Charles Schwab & Co., Inc
  Davenport, IA
• 01/2024 → 10/2024
  Thrivent Investment Management Inc
  Minneapolis, MN
• 01/2024 → 10/2024
  Thrivent Financial
  Appleton, WI
• 11/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-02-20 → 2024-11-02
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Davenport, IA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-17
• S63 Uniform Securities Agent State Law Examination
  2023-11-25

Other Names

• Bobby Mitchell Emmett