Jeffrey David Whitmer
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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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
11 years in the industry.
- Financial Engines Advisors L.L.C.Nov 2016 to now
- Edelman Financial EnginesSep 2016 to now
- Tmfs Advisors, LLCJul 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 2927446
- Firm CRD
- 104510