Jochebed Oyindamola Bogunjoko

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

Authority	Category	Status	Date
VA	RA	APPROVED	2026-08-24
NC	RA	APPROVED	2026-02-12
SC	RA	APPROVED	2025-09-15
TX	RA	APPROVED_RES	2025-09-06

VA RA
APPROVED

Since 2026-08-24
NC RA
APPROVED

Since 2026-02-12
SC RA
APPROVED

Since 2025-09-15
TX RA
APPROVED_RES

Since 2025-09-06

Branch Locations

Charlotte, NC • United States

4000 Legato Road 8Th Floor , Fairfax , VA 22033 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hall Capital Partners	San Francisco	CA	07/2016	07/2017
Tiedemann Advisors Llc	San Francisco	CA	07/2017	03/2019
Unemployment	Fort Mill	SC	04/2019	09/2019
J Aduke Consulting	Fort Mill	SC	10/2019	06/2021
Circle K	Charlotte	NC	01/2023	06/2023
Leaffilter	Charlotte	NC	07/2023	12/2023
National General	Fort Mill	SC	01/2024	09/2024
Unemployed	Fort Mill	SC	10/2024	07/2025
Edelman Financial Engines	Santa Clara	CA	08/2025	08/2026
Unemployment	Fort Mill	SC	07/2021	12/2022
Edelman Financial Engines	Santa Clara	CA	08/2026	Present

07/2016 → 07/2017

Hall Capital Partners

San Francisco, CA
07/2017 → 03/2019

Tiedemann Advisors Llc

San Francisco, CA
04/2019 → 09/2019

Unemployment

Fort Mill, SC
10/2019 → 06/2021

J Aduke Consulting

Fort Mill, SC
01/2023 → 06/2023

Circle K

Charlotte, NC
07/2023 → 12/2023

Leaffilter

Charlotte, NC
01/2024 → 09/2024

National General

Fort Mill, SC
10/2024 → 07/2025

Unemployed

Fort Mill, SC
08/2025 → 08/2026

Edelman Financial Engines

Santa Clara, CA
07/2021 → 12/2022

Unemployment

Fort Mill, SC
08/2026 → Present

Edelman Financial Engines

Santa Clara, CA

Other Businesses

Urban Trends Collective, Inc.; Not investment-related; 256 Victoria Avenue Charlotte, NC 28202; Housing Nonprofit; Board President & Chair; 01/18/2024; 5 hrs/month; 0 hrs during securities trading hours; Provide leadership to the Board of Directors.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-05

S65 Uniform Investment Adviser Law Examination

2025-09-05

View on SEC IAPD