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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 | 2023-11-27 |
| WA | RA | APPROVED | 2023-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 4505 Meats | Oakland | CA | 08/2019 | 03/2020 |
| Gatesoft Corp | Makati City | 03/2012 | 11/2018 | |
| Jpmorgan Chase Bank, N.A. | Burien | WA | 04/2021 | 03/2023 |
| Lsg Sky Chefs | Burlingame | CA | 12/2019 | 03/2021 |
| J.P. Morgan Securities Llc | Burien | WA | 04/2021 | 03/2023 |
| Unemployed | Las Piñas City | 12/2018 | 07/2019 | |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 11/2023 | Present |
| Unemployed | Covington | WA | 04/2023 | 10/2023 |
1) Meroe Holdings LLC; INVESTMENT RELATED: No; ADDRESS: 522 W. Riverside Ave, Suite N, Spokane, WA 99201; NATURE: Nature; POSITION: Sole Member; START DATE: 03/01/2026; NUMBER OF HOURS/MONTH: 12 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: To provide Doxological*, Teleological**, and Cybernetic*** exegetical/hermeneutical**** consulting and advisory services to coaches, authors, and speakers catering to Christian clients/audiences. *Doxology concerns the body of knowledge related to the systematic study of the glory of God. **Teleology concerns the end, goal, and purpose of God's will. ***Cybernetics concerns optimizing toward doxological and teleological objectives on a corporate and individual basis. ****Exegesis/Hermeneutics encompasses all subjects related to textual interpretation, particularly of the Hebrew and Christian bibles.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 2021-02-13 |
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