Jamie Lynn Rosas

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

• 09/2019 → 12/2019
  Ameriprise Financial
  Las Vegas, NV
• 01/2018 → 09/2019
  Ameriprise Auto And Home
  Las Vegas, NV
• 05/2016 → 01/2018
  Phh Mortgage
  Las Vegas, NV
• 04/2023 → 08/2025
  Thrivent Investment Management Inc
  Minneapolis, MN
• 04/2023 → 08/2023
  Thrivent Financial
  Appleton, WI
• 08/2023 → 08/2025
  Thrivent Financial
  Appleton, WI
• 08/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 12/2019 → 06/2020
  Ameriprise Financial
  Las Vegas, NV
• 06/2020 → 04/2023
  Ameriprise Financial
  Las Vegas, NV

Previous Registrations

• 2023-04-28 → 2025-08-14
  Thrivent Investment Management Inc.
  Las Vegas, NV
• 2019-12-20 → 2023-04-21
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-12-10
• S65 Uniform Investment Adviser Law Examination
  2019-12-09

Other Names

• Jamie Lynn Holladay