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Daniel G Jones

Edelman Financial Engines

Grand Rapids, MI

CRD 7486380

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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
MI RA APPROVED 2026-03-05
TX RA APPROVED 2026-03-05
  • MI RA
    APPROVED
    Since 2026-03-05
  • TX RA
    APPROVED
    Since 2026-03-05

Branch Locations

Grand Rapids, MI • 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 Grand Rapids MI 12/2021 12/2025
Pnc Bank Grand Rapids MI 07/2018 12/2021
Cornerstone University Grand Rapids MI 01/2019 03/2021
Davenport University Caledonia MI 08/2015 12/2017
Unemployed Grand Rapids MI 01/2018 06/2018
Edelman Financial Engines Santa Clara CA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-07
  • S66 Uniform Combined State Law Examination
    2023-04-07

View on SEC IAPD

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