Jonathan D Nida

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

• 07/2015 → 06/2023
  Montgomery & Co., Llc
  Shreveport, LA
• 09/2022 → 12/2022
  Bergsma Endeavors, Llc
  Oro Valley, AZ
• 06/2023 → 01/2024
  Unemployed
  Shreveport, LA
• 02/2024 → 12/2024
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 12/2024 → 01/2026
  Edelman Financial Engines
  Sanya Clara, CA
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2015-08-31 → 2023-07-28
  Montgomery Wealth Advisors
  Shreveport, LA
• 2014-07-31 → 2015-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA

Exams

• S66 Uniform Combined State Law Examination
  2014-07-30

Designations

• Certified Financial Planner

Other Names

• Jonathan David Nida