Inactive

James E. Williams-Willis

Edelman Financial Engines

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Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-05-14

TX RA
APPROVED

Since 2022-05-14

Branch Locations

Houston, TX • United States

1331 Gemini Avenue Suite 200-A, Houston, TX 77058 • 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

Organization	City	State	From	To
Financial Engines Advisors L.L.C.	Santa Clara	CA	02/2022	05/2025
Bny Mellon	Houston	TX	07/2019	02/2022
U.S. Army	Houston	TX	04/2011	05/2018
Unemployed	Houston	TX	05/2018	11/2018
Telenetwork	Houston	TX	11/2018	03/2019
Unemployed	Houston	TX	03/2019	07/2019
Edelman Financial Engines	Santa Clara	VA	05/2025	10/2025
Edelman Financial Engines	Santa Clara	CA	10/2025	Present

02/2022 → 05/2025

Financial Engines Advisors L.L.C.

Santa Clara, CA
07/2019 → 02/2022

Bny Mellon

Houston, TX
04/2011 → 05/2018

U.S. Army

Houston, TX
05/2018 → 11/2018

Unemployed

Houston, TX
11/2018 → 03/2019

Telenetwork

Houston, TX
03/2019 → 07/2019

Unemployed

Houston, TX
05/2025 → 10/2025

Edelman Financial Engines

Santa Clara, VA
10/2025 → Present

Edelman Financial Engines

Santa Clara, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-05-13

S65 Uniform Investment Adviser Law Examination

2022-05-13

Other Names

James Eltekon Williams
James Eltekon Williamswillis
James Eltekon Willis

View on SEC IAPD

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