Jason Michael Gulosh
Investment adviser representative at Edelman Financial Engines
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
19 years in the industry.
- Edelman Financial EnginesSep 2024 to now
- Bogart WealthMar 2023 to Jun 2024
- Financial Engines Advisors L.L.C.Nov 2018 to Feb 2023
- Edelman Financial Services, LLCOct 2017 to Nov 2018
- USAA Financial Planning ServicesMar 2007 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 4383117
- Firm CRD
- 104510