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Jeffrey Elliott

Edelman Financial Engines

Little Elm, TX

CRD 6752002

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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
VA RA APPROVED 2025-11-18
TX RA APPROVED 2025-11-14
  • VA RA
    APPROVED
    Since 2025-11-18
  • TX RA
    APPROVED
    Since 2025-11-14

Branch Locations

Little Elm, TX • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 02/2017 05/2021
Bank Of America Little Rock AR 02/2017 05/2021
The Country Club Of Little Rock Little Rock AR 06/2016 02/2017
Fisher Investments Tampa FL 05/2021 08/2024
Retirement Planners Of America Plano TX 08/2024 11/2025
Edelman Financial Engines Santa Clara CA 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-02
  • S66 Uniform Combined State Law Examination
    2017-05-02
Other Names
  • Jeff Elliott

View on SEC IAPD

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