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James Mcdermott

Edelman Financial Engines

Coatesville, PA

CRD 8130875

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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 2025-08-07
TX RA APPROVED 2025-08-07
  • PA RA
    APPROVED
    Since 2025-08-07
  • TX RA
    APPROVED
    Since 2025-08-07

Branch Locations

Coatesville, 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
Edelman Financial Engines Santa Clara CA 07/2025 Present
Nvr Mortgage King Of Prussia PA 11/2023 07/2025
Freedom Mortgage Conshohocken PA 12/2019 11/2023
Ditech Green Tree Fort Washington PA 03/2012 12/2019
  • 07/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 11/2023 → 07/2025
    Nvr Mortgage
    King Of Prussia, PA
  • 12/2019 → 11/2023
    Freedom Mortgage
    Conshohocken, PA
  • 03/2012 → 12/2019
    Ditech Green Tree
    Fort Washington, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-07
  • S65 Uniform Investment Adviser Law Examination
    2025-08-07

View on SEC IAPD

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