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Jonathan M Merrigan

Edelman Financial Engines

Burlington, MA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-05
TX RA APPROVED 2022-09-22
MA RA APPROVED 2018-11-01
  • NH RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED
    Since 2022-09-22
  • MA RA
    APPROVED
    Since 2018-11-01

Branch Locations

25 Burlington Mall Road Suite 405, Burlington, MA 01803 • 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
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Edelman Financial Services, Llc Fairfax VA 04/2016 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 04/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2016-05-16 → 2018-11-01
    Edelman Financial Services, Llc
    Burlington, MA
    Fairfax, VA
  • 2008-09-03 → 2016-04-08
    Strategic Advisers Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-29
S63 Uniform Securities Agent State Law Examination 2005-07-27
  • S66 Uniform Combined State Law Examination
    2008-08-29
  • S63 Uniform Securities Agent State Law Examination
    2005-07-27
Designations
Other Names
  • Jonathan M Merrigan
  • Jonathan M Merrigan

View on SEC IAPD

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ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
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