Wing yan Yuen
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
1 stateRegistered 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 EnginesJul 2020 to now
- J.P. Morgan Securities LLCJul 2019 to Jul 2020
- JPMorgan Chase Bank, N.A.Jul 2019 to Jul 2020
- Raymond James & Associates, Inc.May 2018 to Jul 2019
- Raymond James FinancialMay 2018 to Jul 2019
- Public Consulting GroupNov 2016 to May 2018
- Nextsource IncMay 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6946134
- Firm CRD
- 104510