James J Schenck

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

• 07/2022 → 07/2025
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2022 → 05/2022
  A1 Garage Door Service
  Charlotte, NC
• 07/2019 → 03/2022
  Saf-Ti-Co
  Lexington, KY
• 07/2012 → 02/2020
  Merrick Inn Restaurant
  Lexington, KY
• 02/2018 → 11/2018
  Diversified Demolition
  Lexington, KY
• 07/2017 → 02/2018
  21C Museum And Hotel
  Lexington, KY
• 08/2016 → 06/2017
  Sp+ Corporation
  Lexington, KY
• 08/2011 → 08/2018
  Bluegrass Community And Technical College
  Lexington, KY
• 07/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-08-23 → 2025-07-24
  Vanguard Advisers, Inc.
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-08-22
• S63 Uniform Securities Agent State Law Examination
  2022-10-17

Other Names

• Jamie Justin Schenck
• James S Schenck
• James Schenck
• James Justin Schenck