Jovan Jontelle Rashford

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

• 10/2015 → 10/2016
  New York Life Insurance Company
  Jericho, NY
• 11/2016 → 08/2017
  Allstate Insurance Company
  Uniondale, NY
• 08/2017 → 08/2018
  Lpl Financial Llc
  Little Neck, NY
• 03/2019 → 02/2022
  Financial Engines Advisors L.L.C
  Santa Clara, CA
• 08/2018 → 03/2019
  Unemployed
  New York, NY
• 02/2022 → 03/2022
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 03/2022 → 03/2024
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 02/2024 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-31
• S63 Uniform Securities Agent State Law Examination
  2016-10-12
• S66 Uniform Combined State Law Examination
  2008-07-11