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John Golis

Edelman Financial Engines

Nashua, NH

CRD 7385342

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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
NH RA APPROVED 2026-07-30
TX RA APPROVED 2026-07-30
  • NH RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED
    Since 2026-07-30

Branch Locations

Nashua, NH • 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
Fidelity Investments Merrimack NH 05/2021 07/2026
Middlesex Community College Bedford MA 05/2014 05/2018
University Of Massachusetts Amherst Amherst MA 01/2018 05/2020
Unemployed Amherst NH 06/2020 04/2021
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 05/2021 → 07/2026
    Fidelity Investments
    Merrimack, NH
  • 05/2014 → 05/2018
    Middlesex Community College
    Bedford, MA
  • 01/2018 → 05/2020
    University Of Massachusetts Amherst
    Amherst, MA
  • 06/2020 → 04/2021
    Unemployed
    Amherst, NH
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2021-11-04
Other Names
  • John Vernon Golis
  • Jack Vernon Golis
  • John Golis

View on SEC IAPD

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