John M. Rey

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

• 02/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 09/2021 → 02/2022
  Verizon
  Wilkes-Barre, PA
• 07/2019 → 09/2021
  At&T
  Wilkes-Barre, PA
• 05/2016 → 05/2019
  Wilkes University
  Wilkes-Barre, PA
• 05/2018 → 10/2018
  Old Navy
  Wilkes-Barre, PA
• 05/2015 → 05/2017
  Bon-Ton
  Wilkes-Barre, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-08

Other Names

• John-Michael Rey
• Jm Rey