Jaci L Iannello
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Edelman Financial EnginesMar 2020 to now
- Financial Engines Advisors L.L.C.Feb 2020 to now
- Sa Stone Investment Advisors Inc.Dec 2019 to Feb 2020
- Quest Capital Strategies, Inc.Sep 2019 to Dec 2019
- Seeman HoltzOct 2017 to Feb 2020
- Dennis W Wilson Insurance AgencyFeb 2015 to Oct 2017
- Ameritas Investment CorpOct 2014 to Oct 2017
- Wilson Financial AdvisorsSep 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6411855
- Firm CRD
- 104510