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Joanne Jaeger

Edelman Financial Engines

Silver Spring, MD

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-22
  • MD RA
    APPROVED
    Since 2026-01-22

Branch Locations

12510 Prosperity Dr Suite 350, Silver Spring, MD 20904 • 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
Howard County Public Schools Clarksville MD 09/2014 12/2017
Pnc Financial Services Group Inc Clarksville MD 03/2017 11/2019
Edelman Financial Engines Santa Clara CA 11/2019 Present
  • 09/2014 → 12/2017
    Howard County Public Schools
    Clarksville, MD
  • 03/2017 → 11/2019
    Pnc Financial Services Group Inc
    Clarksville, MD
  • 11/2019 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-22
  • S65 Uniform Investment Adviser Law Examination
    2026-01-22

View on SEC IAPD

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