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Janet Bellezza

Edelman Financial Engines

Tafton, PA

CRD 4932020

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2021-12-09
  • PA RA
    APPROVED
    Since 2021-12-09

Branch Locations

Tafton, PA • 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
OrganizationCityStateFromTo
Edelman Financial Services, Llc Fairfax VA 03/2014 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 03/2014 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2014-05-06 → 2018-11-01
    Edelman Financial Services, Llc
    Tempe, AZ
    Fairfax, VA
    Tempe, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-04
S63 Uniform Securities Agent State Law Examination 2005-09-23
  • S65 Uniform Investment Adviser Law Examination
    2013-12-04
  • S63 Uniform Securities Agent State Law Examination
    2005-09-23
Other Names
  • Janet Pearlmam
  • Janet Pearlman

View on SEC IAPD

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