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Justyn Joseph Delgadillo

Edelman Financial Engines

Mesa, AZ

Phoenix, AZ

CRD 6209895

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-14
AZ RA APPROVED 2016-02-22
  • TX RA
    APPROVED_RES
    Since 2020-03-14
  • AZ RA
    APPROVED
    Since 2016-02-22

Branch Locations

Mesa, AZ • United States

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
Financial Engines Advisors L.L.C. Phoenix AZ 11/2015 01/2022
Financial Engines Advisors L.L.C. Santa Clara CA 01/2022 Present
  • 11/2015 → 01/2022
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
  • 01/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-01
  • S65 Uniform Investment Adviser Law Examination
    2016-02-01

View on SEC IAPD

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