Christopher Pinkstaff

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

• 01/2021 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 09/2016 → 06/2018
  University Of California, Irvine
  Irvine, CA
• 09/2019 → 10/2019
  Best Way Education
  Irvine, CA
• 10/2019 → 01/2020
  Learnla
  Whittier, CA
• 02/2014 → 01/2020
  Christopher Pinkstaff
  Whittier, CA
• 09/2019 → 09/2019
  Encore Brand Management
  Orange, CA
• 01/2021 → 10/2022
  Goldman Sachs & Co. Llc
  Irvine, CA
• 01/2023 → 03/2025
  J.P. Morgan Securities Llc
  Irvine, CA
• 01/2023 → 03/2025
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 01/2020 → 10/2022
  Goldman Sachs Ayco Personal Financial Management
  Irvine, CA
• 01/2020 → 01/2021
  Mercer Allied Company, L.P.
  Irvine, CA
• 11/2022 → 12/2022
  Unemployed
  Whittier, CA
• 08/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 02/2014 → 08/2016
  Ndnu/Rio Hondo College
  Whittier, CA
• 04/2025 → 07/2025
  City National Bank
  Whittier, CA

Previous Registrations

• 2023-01-20 → 2025-03-25
  J.P. Morgan Securities Llc
  Los Angeles, CA
  Irvine, CA
• 2020-07-24 → 2022-11-03
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-07-21

Other Names

• Christopher Pinkstaff
• Christopher W Pinkstaff
• Chrstopher W Pinkstaff
• Chris Pinkstaff
• Christopher Wayde Pinkstaff