Blake E. Jones
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 EnginesNov 2025 to now
- Uber Eats/postmatesMay 2020 to now
- Amazon FlexJan 2020 to now
- Financial Engines Advisors L.L.CJul 2021 to Nov 2025
- Six Medical SolutionsDec 2020 to May 2021
- OrthofixJun 2019 to Jan 2021
- Southwest Courier & LogisticsMay 2018 to Nov 2020
- Consolidated Personnel ServiceOct 2017 to Apr 2018
- Pure EnergyDec 2016 to Oct 2017
- Tactive Digital (nexstar Communications)Mar 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7417905
- Firm CRD
- 104510