Jenny Ann Seim

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 11/2016
  Tmfs Advisors, Llc
  St. Louis, MO
• 11/2016 → 03/2022
  Financial Engines Advisors L.L.C.
  Chesterfield, MO
• 03/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2015-07-27 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Chesterfield, MO
  Overland Park, KS
• 2005-09-22 → 2015-09-08
  The Mutual Fund Store
  Chesterfield, MO
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-22

Other Names

• Jennifer Ann Seim
• Jennifer Ann Seim