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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-19 |
| OH | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
Youngstown, OH • United States
1601 Northwest Expy Suite 1525, , Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J Arnold Wealth Management, Llc (Rockport Wealth) | Youngstown | OH | 01/2024 | 04/2025 |
| Full Time Education | Youngstown | OH | 08/2014 | 05/2020 |
| Valmark Financial Group | Akron | OH | 10/2023 | 12/2023 |
| Homestead Kitchen And Cocktails | Columbiana | OH | 05/2023 | 06/2025 |
| Struthers Chair And Tent | Campbell | OH | 07/2020 | 03/2023 |
| Edelman Financial Engines | Santa Clara | CA | 06/2025 | 08/2026 |
| Edelman Financial Engines | Santa Clara | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
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