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Joshua Cole Pool

Edelman Financial Engines

Ramona, OK

CRD 7157363

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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
OK RA APPROVED 2022-05-20
TX RA APPROVED 2022-05-20
  • OK RA
    APPROVED
    Since 2022-05-20
  • TX RA
    APPROVED
    Since 2022-05-20

Branch Locations

Ramona, OK • 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
Financial Engines Advisors L.L.C. Santa Clara CA 04/2022 01/2025
Walmart Ochelata OK 07/2021 02/2022
Full Time Student Fairland OK 08/2016 06/2021
Edelman Financial Engines Santa Clara CA 01/2025 Present
  • 04/2022 → 01/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 07/2021 → 02/2022
    Walmart
    Ochelata, OK
  • 08/2016 → 06/2021
    Full Time Student
    Fairland, OK
  • 01/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-20
  • S65 Uniform Investment Adviser Law Examination
    2022-05-20

View on SEC IAPD

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