Joseph Zangerle

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

Authority	Category	Status	Date
VA	RA	APPROVED	2026-08-18
FL	RA	APPROVED	2025-10-10
TX	RA	APPROVED	2025-08-13

VA RA
APPROVED

Since 2026-08-18
FL RA
APPROVED

Since 2025-10-10
TX RA
APPROVED

Since 2025-08-13

Branch Locations

St. Petersburg, FL • United States

4000 Legato Road 8Th Floor , Fairfax , VA 22033 • 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
Jackson National Life Distributors, Llc	Franklin	TN	09/2022	01/2023
Nashville Pedicab Llc	Nashville	TN	09/2021	07/2025
Unemployed	Nashville	TN	07/2021	10/2021
Allstate	Nashville	TN	03/2022	06/2022
Farmers Insurance	Nashville	TN	01/2018	07/2021
Unemployed	Bloomington	IL	10/2017	12/2017
State Farm	Bloomington	IL	08/2015	09/2017
Delta Global Services	Bloomington	IL	04/2013	09/2017
Illinois State University	Normal	IL	08/2014	05/2017
Edelman Financial Engines	Santa Clara	CA	08/2025	08/2026
Rjx Partners	Nashville	TN	03/2024	12/2024
Edelman Financial Engines	Santa Clara	CA	08/2026	Present

09/2022 → 01/2023

Jackson National Life Distributors, Llc

Franklin, TN
09/2021 → 07/2025

Nashville Pedicab Llc

Nashville, TN
07/2021 → 10/2021

Unemployed

Nashville, TN
03/2022 → 06/2022

Allstate

Nashville, TN
01/2018 → 07/2021

Farmers Insurance

Nashville, TN
10/2017 → 12/2017

Unemployed

Bloomington, IL
08/2015 → 09/2017

State Farm

Bloomington, IL
04/2013 → 09/2017

Delta Global Services

Bloomington, IL
08/2014 → 05/2017

Illinois State University

Normal, IL
08/2025 → 08/2026

Edelman Financial Engines

Santa Clara, CA
03/2024 → 12/2024

Rjx Partners

Nashville, TN
08/2026 → Present

Edelman Financial Engines

Santa Clara, CA

Other Businesses

1) Rental Management; INVESTMENT RELATED: No; ADDRESS: Nashville, TN 37207; NATURE: Short term rental, hospitality; POSITION: Owner; START DATE: 08/01/2022; NUMBER OF HOURS/MONTH: 2 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Respond to guest questions, arrange for handy man, cleaners, lawn workers to complete work as necessary.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-07
S66	Uniform Combined State Law Examination	2024-09-13

S65 Uniform Investment Adviser Law Examination

2025-07-07
S66 Uniform Combined State Law Examination

2024-09-13

Other Names

Joseph Zangerle

View on SEC IAPD