Jaden Jiseung Jeong
Investment adviser representative at Edelman Financial Engines
12 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
12 years in the industry.
- Edelman Financial EnginesJun 2025 to now
- Mitre CorporationApr 2024 to Jun 2025
- Wells Fargo Clearing Services, LLCSep 2023 to Mar 2024
- Wells Fargo Bank, NAAug 2023 to Mar 2024
- Morgan Stanley Smith Barney LLCOct 2021 to Aug 2023
- Freddie MacMay 2020 to Aug 2021
- Folio Investments, Inc.Sep 2018 to Apr 2020
- Andrews Federal Credit UnionFeb 2018 to Sep 2018
- Nu Look Home DesignJul 2017 to Jan 2018
- Seoul Taekwondo AcademyJun 2015 to Dec 2017
- George Mason UniversityAug 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7025114
- Firm CRD
- 104510