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Henry O Johnson

Edelman Financial Engines

Portland, OR

CRD 1540883

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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
OR RA APPROVED 2026-07-01
TX RA APPROVED 2026-07-01
  • OR RA
    APPROVED
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

Portland, OR • 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
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
  • 06/2021 → 01/2024
    St Louis, MO
  • 07/2020 → 05/2021
    Unemployed
    Portland, OR
  • 12/1987 → 06/2020
    Ibm Corporation
    Portland, OR
  • 02/2025 → 04/2025
    St Louis, MO
  • 02/2024 → 01/2025
    Unemployed
    Portland, OR
  • 05/2025 → 05/2026
    Unemployed
    Portland, OR
  • 06/2026 → Present
    Santa Clara, CA
Previous Registrations
  • 2025-02-11 → 2025-04-08
    Portland, OR
    Maryland Heights, MO
  • 2021-08-03 → 2024-01-10
    Portland, OR
    St Louis, MO
    Milwaukie, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-02
S63 Uniform Securities Agent State Law Examination 1986-08-29
  • S66 Uniform Combined State Law Examination
    2021-08-02
  • S63 Uniform Securities Agent State Law Examination
    1986-08-29
Other Names
  • Henry Oliver Johnson
  • Henry Oliver Johnson
  • Henry Johnson
  • Henry O Johnson
  • Henry O Johnson

View on SEC IAPD

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