Jonathan Michael Hemmesch
Investment adviser representative at Edelman Financial Engines
10 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
10 years in the industry.
- Edelman Financial EnginesJun 2022 to now
- Financial Engines Advisors L.L.CJun 2022 to now
- Ameriprise Financial Services, LLCAug 2021 to Apr 2022
- Fidelity Brokerage Services LLCFeb 2019 to Jul 2021
- UnemployedNov 2018 to Feb 2019
- Bergankdv Wealth Management, LLCJan 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 4408928
- Firm CRD
- 104510