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Joseph Hugene Webb

Edelman Financial Engines

Philadelphia, PA

CRD 6957289

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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
PA RA APPROVED 2026-02-04
TX RA APPROVED 2026-02-04
  • PA RA
    APPROVED
    Since 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-04

Branch Locations

Philadelphia, PA • 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
Edward Jones St Louis MO 01/2020 10/2021
Cornucopia Logistics Bethpage NY 07/2019 01/2020
Nys Parks Queens NY 06/2018 08/2018
Lincoln University Lincoln University PA 08/2015 05/2019
Gil-Blu Nursery And Kindergarten Jamaica NJ 06/2014 08/2017
The Vanguard Group Inc. Malvern PA 11/2021 05/2025
Unemployed Hollis NY 08/2017 06/2018
Edelman Financial Engines Santa Clara CA 02/2026 Present
Liberty Mutual Philadelphia PA 05/2025 02/2026
  • 01/2020 → 10/2021
    St Louis, MO
  • 07/2019 → 01/2020
    Cornucopia Logistics
    Bethpage, NY
  • 06/2018 → 08/2018
    Nys Parks
    Queens, NY
  • 08/2015 → 05/2019
    Lincoln University
    Lincoln University, PA
  • 06/2014 → 08/2017
    Gil-Blu Nursery And Kindergarten
    Jamaica, NJ
  • 11/2021 → 05/2025
    The Vanguard Group Inc.
    Malvern, PA
  • 08/2017 → 06/2018
    Unemployed
    Hollis, NY
  • 02/2026 → Present
    Santa Clara, CA
  • 05/2025 → 02/2026
    Liberty Mutual
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-18
  • S66 Uniform Combined State Law Examination
    2020-05-18
Other Names
  • Joseph Hugene Webb
  • Joseph Webb

View on SEC IAPD

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