James E. Williams-willis
Investment adviser representative at Edelman Financial Engines
14 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
14 years in the industry.
- Edelman Financial EnginesMay 2025 to now
- Financial Engines Advisors L.L.C.Feb 2022 to May 2025
- BNY MellonJul 2019 to Feb 2022
- UnemployedMar 2019 to Jul 2019
- TelenetworkNov 2018 to Mar 2019
- UnemployedMay 2018 to Nov 2018
- U.S. ArmyApr 2011 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7513766
- Firm CRD
- 104510