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James Thomas Walker

Edelman Financial Engines

Spokane, WA

CRD 7939485

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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
TX RA APPROVED 2026-06-12
WA RA APPROVED 2026-06-12
  • TX RA
    APPROVED
    Since 2026-06-12
  • WA RA
    APPROVED
    Since 2026-06-12

Branch Locations

Spokane, WA • 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
Fellowship Financial Planning Spokane WA 02/2025 03/2026
Forster Financial Spokane WA 06/2024 10/2024
Idaho Central Credit Union Spokane WA 01/2024 05/2024
Dick's Sporting Goods Spokane WA 06/2023 08/2023
Whitworth University Spokane WA 08/2021 06/2025
Mt. Diablo Unified School District Walnut Creek CA 12/2015 06/2021
Edelman Financial Engines Santa Clara CA 06/2026 Present
  • 02/2025 → 03/2026
    Fellowship Financial Planning
    Spokane, WA
  • 06/2024 → 10/2024
    Forster Financial
    Spokane, WA
  • 01/2024 → 05/2024
    Idaho Central Credit Union
    Spokane, WA
  • 06/2023 → 08/2023
    Dick's Sporting Goods
    Spokane, WA
  • 08/2021 → 06/2025
    Whitworth University
    Spokane, WA
  • 12/2015 → 06/2021
    Mt. Diablo Unified School District
    Walnut Creek, CA
  • 06/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-21
  • S65 Uniform Investment Adviser Law Examination
    2025-10-21

View on SEC IAPD

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