Inactive

Javier Alejandro Garza Mora

Edelman Financial Engines

CRD 8200385

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-14
WA	RA	APPROVED	2026-02-14

TX RA
APPROVED

Since 2026-02-14
WA RA
APPROVED

Since 2026-02-14

Branch Locations

Vancouver, WA • 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

Organization	City	State	From	To
Corban University	Salem	OR	08/2015	02/2020
Unemployed	Salem	OR	03/2020	05/2020
Bi-Mart	Vancouver	WA	06/2020	10/2021
Fisher Investments	Camas	WA	11/2021	09/2024
Gusto	Vancouver	WA	11/2025	12/2025
Edelman Financial Engines	Santa Clara	CA	12/2025	Present
Guideline	Vancouver	WA	09/2024	11/2025

08/2015 → 02/2020

Corban University

Salem, OR
03/2020 → 05/2020

Unemployed

Salem, OR
06/2020 → 10/2021

Bi-Mart

Vancouver, WA
11/2021 → 09/2024

Fisher Investments

Camas, WA
11/2025 → 12/2025

Gusto

Vancouver, WA
12/2025 → Present

Edelman Financial Engines

Santa Clara, CA
09/2024 → 11/2025

Guideline

Vancouver, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-13

S65 Uniform Investment Adviser Law Examination

2026-02-13

Other Names

Javier Alejandro Garza

View on SEC IAPD

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