Jack Isaac London
Investment adviser representative at Edelman Financial Engines
35 yearsExperience
3 statesRegistered in
ChFC®Designation
$326.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
35 years in the industry.
- Edelman Financial EnginesNov 2018 to now
- Financial Engines Advisors L.L.C.Nov 2018 to now
- London Medical Group, LLCJan 2009 to now
- Town of WellesleyApr 2006 to now
- Town of DoverDec 1995 to now
- London Financial ServicesMay 1993 to now
- Wolfson FoundationMay 1991 to now
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCJan 2011 to Nov 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2324179
- Firm CRD
- 104510