Jordan Isbell

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

• 09/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Salt Lake City, UT
• 11/2016 → 01/2017
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 01/2017 → 05/2020
  E*Trade Securities Llc
  Sandy, UT
• 01/2017 → 05/2020
  E*Trade Capital Management Llc
  Sandy, UT
• 05/2020 → 09/2023
  E*Trade Securities Llc
  Sandy, UT
• 05/2020 → 09/2023
  E*Trade Capital Management Llc
  Sandy, UT
• 12/2022 → 10/2024
  Morgan Stanley
  Sandy, UT
• 09/2023 → 10/2024
  Morgan Stanley
  Sandy, UT
• 10/2024 → 01/2026
  Empower Financial Services, Inc
  Greenwood Village, CO
• 10/2024 → 01/2026
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-11-07 → 2026-01-26
  Empower Advisory Group, Llc
  Syracuse, UT
  Greenwood Village, CO
• 2023-03-16 → 2024-10-28
  Morgan Stanley
  Sandy, UT
• 2017-02-10 → 2023-09-05
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
• 2014-10-29 → 2017-02-09
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  St. Louis, MO

Other Businesses

1) Door Dash; INVESTMENT RELATED: No; ADDRESS: 303 2nd Street, Suite 800, San Francisco, CA 94107; NATURE: Delivery Driver; POSITION: Independent Contractor Delivery; START DATE: November 2018; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Deliver Food. 2) Uber Eats; INVESTMENT RELATED: No; ADDRESS: 1455 Market Street, San Francisco, CA 94103; NATURE: Delivery/Ride Share; POSITION: Independent Contractor Delivery; START DATE: November 2018; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Deliver Food/Ride Share. 3) RealtyPath; INVESTMENT RELATED: No; ADDRESS: 380 N 200 W #103, Bountiful, UT 84010; NATURE: Real Estate; POSITION: Independent Contractor/ Realtor; START DATE: June 2025; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: List homes for sale or help people buy homes.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-27
• S63 Uniform Securities Agent State Law Examination
  2013-07-23

Other Names

• Jordan J Isbell