Jennifer Ann Maccannon

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
NC	RA	APPROVED	2021-08-18

NC RA
APPROVED

Since 2021-08-18

Branch Locations

Charlotte, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edelman Financial Services Llc	Fairfax	VA	05/2011	11/2018
Ef Legacy Securities, Llc	Henrico	VA	04/2016	10/2019
Financial Engines Advisors L.L.C.	Sunnyvale	CA	11/2018	12/2021
Financial Engines Advisors L.L.C.	Santa Clara	CA	12/2021	10/2024
Edelman Financial Engines	Santa Clara	CA	10/2024	Present

05/2011 → 11/2018

Edelman Financial Services Llc

Fairfax, VA
04/2016 → 10/2019

Ef Legacy Securities, Llc

Henrico, VA
11/2018 → 12/2021

Financial Engines Advisors L.L.C.

Sunnyvale, CA
12/2021 → 10/2024

Financial Engines Advisors L.L.C.

Santa Clara, CA
10/2024 → Present

Edelman Financial Engines

Santa Clara, CA

Previous Registrations

2011-05-20 → 2018-11-01

Edelman Financial Services, Llc

Fairfax, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-09-16
S63	Uniform Securities Agent State Law Examination	2009-10-08

S65 Uniform Investment Adviser Law Examination

2010-09-16
S63 Uniform Securities Agent State Law Examination

2009-10-08

Other Names

Jennifer Ann James

View on SEC IAPD