Jack Isaac London

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
NH	RA	APPROVED	2025-05-23
TX	RA	APPROVED	2019-10-09
MA	RA	APPROVED	2018-11-01

NH RA
APPROVED

Since 2025-05-23
TX RA
APPROVED

Since 2019-10-09
MA RA
APPROVED

Since 2018-11-01

Branch Locations

Wellesley, Ma, MA • United States

720 University Ave. 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

Organization	City	State	From	To
London Medical Group, Llc	Dover	MA	01/2009	Present
Town Of Dover	Dover	MA	12/1995	Present
Town Of Wellesley	Wellesley	MA	04/2006	Present
London Financial Services	Dover	MA	05/1993	Present
Edelman Financial Services Llc	Fairfax	VA	01/2011	11/2018
Wolfson Foundation	Wellesley	MA	05/1991	Present
Ef Legacy Securities, Llc	Henrico	VA	04/2016	10/2018
Financial Engines Advisors L.L.C.	Sunnyvale	CA	11/2018	01/2021
Financial Engines Advisors L.L.C.	Santa Clara	CA	01/2021	Present

01/2009 → Present

London Medical Group, Llc

Dover, MA
12/1995 → Present

Town Of Dover

Dover, MA
04/2006 → Present

Town Of Wellesley

Wellesley, MA
05/1993 → Present

London Financial Services

Dover, MA
01/2011 → 11/2018

Edelman Financial Services Llc

Fairfax, VA
05/1991 → Present

Wolfson Foundation

Wellesley, MA
04/2016 → 10/2018

Ef Legacy Securities, Llc

Henrico, VA
11/2018 → 01/2021

Financial Engines Advisors L.L.C.

Sunnyvale, CA
01/2021 → Present

Financial Engines Advisors L.L.C.

Santa Clara, CA

Previous Registrations

2011-02-01 → 2018-11-01

Edelman Financial Services, Llc

Fairfax, VA

Needham, MA

Newton, MA
1997-06-02 → 2003-10-20

London Financial Services

Dover, MA

Other Businesses

(1) TOWN OF DOVER, MA. INV/REL: NO ADDR: WALPOLE STREET, DOVER MA 02030 NATURE: EMERGENCY MANAGEMENT AGENCY FIRE DEPARTMENT POSITION: ON CALL FIRE FIGHTER-EMT, DIRECTOR OF EMERGENCY MANAGEMENT START: 1995 HRS/MO: VARIES DUE TO NATURE OF POSITION HRS/TRAD: 2HR DUTIES:PROVIDE EMERGENCY SERVIES TO TOWN IN AN ON-CALL CAPACITY (2) TOWN OF WELLESLEY INV/REL: NO ADDR: WELLESLEY, MA 02030 NATURE: POLICE DEPARTMENT POSITION: SPECIAL POLICE OFFICER START: 2006 HRS/MO: 12 HRS/TRAD: 0 DUTIES: PROVIDE EMERGENCY SERVICES TO TOWN (3)LOUIS WOLFSON FOUNDATION INV/REL: NO ADDR: WELLESLEY, MA 02481 NATURE: NON-PROFIT POSITION: TRUSTEE START: 1991 HRS/MO: 1 HRS/TRAD: 0 DUTIES: REVIEW REQUESTS, FINANCIALS, OPERATIONS OF FOUNDATION. (4) LONDON MEDICAL GROUP, LLC POSITION: Employee; NATURE: Assist wife with financial management of her medical practice; INVESTMENT RELATED: No; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0; START DATE: 01/01/2009; ADDRESS: 300 Chestnut St, Needham MA 02492, United States; DESCRIPTION: Pay bills, prepare reports, complete financial documents.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-05-28
S63	Uniform Securities Agent State Law Examination	1993-03-02

S65 Uniform Investment Adviser Law Examination

1997-05-28
S63 Uniform Securities Agent State Law Examination

1993-03-02

Designations

Chartered Financial Consultant

View on SEC IAPD