Jason L Vajda
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.
- Edelman Financial EnginesApr 2025 to now
- UnemployedDec 2024 to Mar 2025
- Morgan StanleyDec 2023 to Nov 2024
- UnemployedAug 2023 to Nov 2023
- EtoroOct 2021 to Jul 2023
- UnemployedApr 2021 to Sep 2021
- Bank of America, N.A.Dec 2015 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2015 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6202158
- Firm CRD
- 104510