Joshua Eugene Griffis

Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-08-25
TX	RA	APPROVED	2026-08-25

TN RA
APPROVED

Since 2026-08-25
TX RA
APPROVED

Since 2026-08-25

Branch Locations

Crossville, TN • 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
21St Mortgage Corporation	Knoxville	TN	08/2015	02/2017
Fisher Investments	Plano	TX	02/2017	11/2024
East Tennesee Contractors	Crossville	TN	11/2024	01/2025
Jvi Investments, Llc	Crossville	TN	01/2025	11/2025
Grinder House Coffee Shop	Crossville	TN	12/2025	03/2026
Edelman Financial Engines	Santa Clara	CA	06/2026	Present

08/2015 → 02/2017

21St Mortgage Corporation

Knoxville, TN
02/2017 → 11/2024

Fisher Investments

Plano, TX
11/2024 → 01/2025

East Tennesee Contractors

Crossville, TN
01/2025 → 11/2025

Jvi Investments, Llc

Crossville, TN
12/2025 → 03/2026

Grinder House Coffee Shop

Crossville, TN
06/2026 → Present

Edelman Financial Engines

Santa Clara, CA

Other Businesses

1. Grace Community Church; not investment related; 2125 Mille Ave Crossville, TN 38555; religious organization; video editor; 05/2026; 8 hours/month; 0 hours during securities trading hours; review and edit videos for media team. 2. SG Design & Staging, LLC; not investment related; 573 Haley Grove Rd. Crab Orchard, TN 37723; interior decorating; Co-Owner; 12/2024; 4 hours/month; 0 hours during securities trading hours; logistics and inventory management.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-24

S65 Uniform Investment Adviser Law Examination

2026-08-24