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Jeffrey Alan Klever

Edelman Financial Engines

Chesterfield, MO

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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 2017-03-23
MO RA APPROVED 2016-08-15
  • TX RA
    APPROVED_RES
    Since 2017-03-23
  • MO RA
    APPROVED
    Since 2016-08-15

Branch Locations

16052 Swingley Ridge Road Suite 350, Chesterfield, MO 63017 • 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
Financial Engines Advisors Sunnyvale CA 03/2016 11/2016
Tmfs Advisors, Llc Scottsdale AZ 07/2016 11/2016
Financial Engines Advisors L.L.C. St. Louis MO 11/2016 Present
  • 03/2016 → 11/2016
    Financial Engines Advisors
    Sunnyvale, CA
  • 07/2016 → 11/2016
    Tmfs Advisors, Llc
    Scottsdale, AZ
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    St. Louis, MO
Previous Registrations
  • 2016-07-01 → 2016-12-01
    Financial Engines Advisor Center, Llc
    Scottsdale, AZ
    Overland Park, KS
  • 2012-11-19 → 2016-08-04
    The Mutual Fund Store
    Scottsdale, AZ
    Scottsdale, AZ
  • 2007-09-27 → 2012-10-25
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Draper, UT
  • 2011-12-13 → 2012-10-25
    Td Ameritrade Investment Management, Llc
    Draper, UT
  • 2007-09-27 → 2010-01-05
    Td Ameritrade Investment Management, Llc
    Bellevue, NE
  • 2006-06-21 → 2007-09-19
    Wells Fargo Investments, Llc
    Phoenix, AZ
    Phoenix, AZ
    Scottsdale, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-05
S63 Uniform Securities Agent State Law Examination 1994-12-20
  • S66 Uniform Combined State Law Examination
    2006-06-05
  • S63 Uniform Securities Agent State Law Examination
    1994-12-20

View on SEC IAPD

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MBM WEALTH CONSULTANTS, LLC
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Other Investors

MICHAEL CHRISTOPHER CARROLL
KERRY D ROGERS
MATTHEW EDWARD FITZGERALD
PATRICK DONLAN
JAMES MATTHEW MUCCIGROSSO
Jason Alan Cummings
Thomas Christopher Self
JACOB DANIEL STANSFIELD

Other Offices

CARROLL WEALTH MANAGEMENT INC. · CHESTERFIELD, MO
PRINCIPAL SECURITIES, INC. · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO
SMITH, MOORE & CO. · CHESTERFIELD, MO
EDWARD JONES · Chesterfield, MO
IMPACT PARTNERSHIP WEALTH, LLC · Chesterfield, MO
MBM WEALTH CONSULTANTS, LLC · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO

More in Chesterfield, MO

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