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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2021 | 01/2024 |
| Unemployed | Portland | OR | 07/2020 | 05/2021 |
| Ibm Corporation | Portland | OR | 12/1987 | 06/2020 |
| Edward Jones | St Louis | MO | 02/2025 | 04/2025 |
| Unemployed | Portland | OR | 02/2024 | 01/2025 |
| Unemployed | Portland | OR | 05/2025 | 05/2026 |
| Edelman Financial Engines | Santa Clara | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-29 |
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