Jordan Johnson
Investment adviser representative at Edelman Financial Engines
11 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
11 years in the industry.
- Edelman Financial EnginesMar 2026 to now
- Charles Schwab & Co., Inc.Jul 2025 to Mar 2026
- TIAAJun 2024 to Jul 2025
- TIAA-CREF Individual & Institutional Services, LLCJun 2024 to Jul 2025
- Fisher InvestmentsNov 2022 to Jun 2024
- UnemployedSep 2022 to Nov 2022
- Royal Alliance Associates, Inc.Dec 2021 to Sep 2022
- Johnston Prentis InvestmentsNov 2021 to Aug 2022
- LPL Financial, LLCJul 2021 to Dec 2021
- Randy Johnston Sole ProprietorMay 2021 to Sep 2021
- UnemployedMar 2021 to May 2021
- Van Doren Sales, Inc.Jan 2015 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AZ, 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
- 7361301
- Firm CRD
- 104510