John Hamilton Mackay
Investment adviser representative at Edelman Financial Engines
18 yearsExperience
2 statesRegistered in
CFADesignation
$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
18 years in the industry.
- Edelman Financial EnginesMay 2025 to now
- City Different InvestmentsMay 2024 to Feb 2025
- UnemployedAug 2023 to May 2024
- American Century Investment Services, IncMar 2008 to Aug 2023
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 5487063
- Firm CRD
- 104510