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Paul Jason Jordan

Edelman Financial Engines

Fairfax, VA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-11-01
VA RA APPROVED 2018-11-01
  • TX RA
    APPROVED_RES
    Since 2018-11-01
  • VA RA
    APPROVED
    Since 2018-11-01

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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 Services Llc Fairfax VA 07/2009 11/2018
Ef Legacy Securities, Llc Fairfax VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 09/2022
Financial Engines Advisors L.L.C. Santa Clara CA 09/2022 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 07/2009 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Fairfax, VA
  • 11/2018 → 09/2022
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 09/2022 → 10/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2009-07-20 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
  • 2008-02-06 → 2009-07-20
    Edelman Financial Advisors Llc
    Fairfax, VA
  • 2007-12-07 → 2008-02-01
    Edelman Financial Services, Llc
    Fairfax, VA
  • 2001-11-23 → 2007-10-12
    Truist Investment Services, Inc.
    Alexandria, VA
    Fairfax, VA
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-06
S63 Uniform Securities Agent State Law Examination 1993-09-16
  • S65 Uniform Investment Adviser Law Examination
    1993-10-06
  • S63 Uniform Securities Agent State Law Examination
    1993-09-16
Designations
Other Names
  • Paul J Jordan

View on SEC IAPD

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COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

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