Inactive

John Charles Whitmore

Edelman Financial Engines

CRD 8217450

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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
NJ	RA	APPROVED	2026-03-05
TX	RA	APPROVED	2026-02-27

NJ RA
APPROVED

Since 2026-03-05
TX RA
APPROVED

Since 2026-02-27

Branch Locations

Lincroft, NJ • 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
Edelman Financial Engines	Santa Clara	CA	01/2026	Present
Luigi's Famous Pizza	Lincroft	NJ	03/2018	Present
Peachtree Capital Group	Eatontown	NJ	04/2025	10/2025
Luigi's Square Pizza	Oakhurst	NJ	07/2024	03/2025
Unemployed	Lincroft	NJ	01/2015	02/2018

01/2026 → Present

Edelman Financial Engines

Santa Clara, CA
03/2018 → Present

Luigi's Famous Pizza

Lincroft, NJ
04/2025 → 10/2025

Peachtree Capital Group

Eatontown, NJ
07/2024 → 03/2025

Luigi's Square Pizza

Oakhurst, NJ
01/2015 → 02/2018

Unemployed

Lincroft, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-27

S65 Uniform Investment Adviser Law Examination

2026-02-27

Other Names

Jack Whitmore

View on SEC IAPD

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