Isabel Jacquelyn Cooper

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 01/2022
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 01/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2009-07-17 → 2018-11-01
  Edelman Financial Services, Llc
  Ashburn, VA
  Alexandria, VA
  Fairfax, VA
  Alexandria, VA
  Ashburn, VA
• 2007-11-15 → 2009-07-20
  Edelman Financial Advisors Llc
  Fairfax, VA
• 2004-10-07 → 2007-10-05
  Eagle Strategies Llc
  Bethesda, MD
• 2000-09-15 → 2004-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA

Other Businesses

1) Cross Rivers Ministries/Finding Pearls/Split Pea Podcasts; INVESTMENT RELATED: No; ADDRESS: 920 Pine Street, Denton, MD 21629; NATURE: Non-profit focusing on helping to coach folks through a myriad of life challenges and how to live God's best life.; POSITION: Director; START DATE: 01/25/2023; NUMBER OF HOURS/MONTH: 06 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I will be involved in participating on talk shows via a podcast on social media and have now expanded to online TV. Also, I'll be added as a co-signer on the non-profit bank account. 2) Coops Hoops and Foods; INVESTMENT RELATED: No; ADDRESS: Brambleton, VA, 20148; NATURE: It will be a talk show/podcast highlighting various foods from the local DMV area as well as from around the world as well as discussing relevant topics impacting the collegiate and professional basketball arena. We will also provide commentary on both collegiate and professional basketball games.; POSITION: Founder; START DATE: 01/25/2023; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Entertaining and engaging conversations with basketball and food enthusiasts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-08
• S63 Uniform Securities Agent State Law Examination
  1996-10-21