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James Benjamin Scannell

Edelman Financial Engines

Boston, MA

Norwood, MA

CRD 8152722

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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
TX RA APPROVED 2026-07-13
MA RA APPROVED 2025-11-06
  • TX RA
    APPROVED
    Since 2026-07-13
  • MA RA
    APPROVED
    Since 2025-11-06

Branch Locations

Boston, MA • United States

720 University Avenue Suite 230 Suite 230 , Norwood, MA 02062 • 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 08/2022 07/2026
Maplebear Inc. San Francisco CA 05/2020 08/2020
Omni Career Search Hanover MA 05/2019 08/2019
Vanderbilt Club Norwood MA 07/2018 08/2019
Monkeysports Superstore Norwood MA 07/2017 08/2017
Edelman Financial Engines Santa Clara CA 06/2021 08/2021
Providence College Providence RI 08/2018 05/2022
Thayer Academy Braintree MA 07/2016 06/2018
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 08/2022 → 07/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 05/2020 → 08/2020
    Maplebear Inc.
    San Francisco, CA
  • 05/2019 → 08/2019
    Omni Career Search
    Hanover, MA
  • 07/2018 → 08/2019
    Vanderbilt Club
    Norwood, MA
  • 07/2017 → 08/2017
    Monkeysports Superstore
    Norwood, MA
  • 06/2021 → 08/2021
    Edelman Financial Engines
    Santa Clara, CA
  • 08/2018 → 05/2022
    Providence College
    Providence, RI
  • 07/2016 → 06/2018
    Thayer Academy
    Braintree, MA
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-21
  • S65 Uniform Investment Adviser Law Examination
    2025-10-21

View on SEC IAPD

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