Jordan Isbell
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
3 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
12 years in the industry.
- Edelman Financial EnginesJan 2026 to now
- Empower Advisory Group, LLCOct 2024 to Jan 2026
- Empower Financial Services, IncOct 2024 to Jan 2026
- Morgan StanleyDec 2022 to Oct 2024
- E*trade Capital Management LLCJan 2017 to Sep 2023
- E*trade Securities LLCJan 2017 to Sep 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2017
- Wells Fargo Advisors, LLCSep 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, UT).
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
- 6189488
- Firm CRD
- 104510