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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tucson | AZ | 12/2024 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Tucson | AZ | 12/2024 | 08/2025 |
| Uber Driver | Tucson | AZ | 08/2024 | 12/2024 |
| New York Life | Tucson | AZ | 04/2024 | 08/2024 |
| Douglas Elliman - Contract | Bridgehampton | NY | 09/2019 | 11/2024 |
| Lovin' Spoonfuls Vegan Restaurant | Tucson | AZ | 10/2017 | 08/2023 |
| Douglas Elliman Real Estate | Bridgehampton | NY | 04/2017 | 10/2017 |
| Douglas Elliman Real Estate, Digital & Creative | Bridgehampton | NY | 09/2015 | 04/2017 |
| Edelman Financial Engines | Santa Clara | CA | 12/2025 | Present |
| Unemployed | Tucson | AK | 08/2025 | 09/2025 |
| Magnit | Tucson - Remote | AZ | 09/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-24 |
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