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Jason L Vajda

Edelman Financial Engines

Phoenix , AZ

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-05
TX RA APPROVED 2025-04-30
  • AZ RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED
    Since 2025-04-30

Branch Locations

4742 N 24Th St Suite 400 , Phoenix , AZ 85016 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 10/2015 03/2021
Bank Of America, N.A. Chandler AZ 12/2015 03/2021
Etoro Hoboken NJ 10/2021 07/2023
Unemployed Chandler AZ 04/2021 09/2021
Morgan Stanley Gilbert AZ 12/2023 11/2024
Unemployed Chandler AZ 08/2023 11/2023
Edelman Financial Engines Santa Clara CA 04/2025 Present
Unemployed Chandler AZ 12/2024 03/2025
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-08
S63 Uniform Securities Agent State Law Examination 2013-09-05
  • S66 Uniform Combined State Law Examination
    2024-01-08
  • S63 Uniform Securities Agent State Law Examination
    2013-09-05
Other Names
  • Jason Lee Vajda

View on SEC IAPD

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