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Jochebed Oyindamola Bogunjoko

Investment adviser representative at Edelman Financial Engines
10 yearsExperience
4 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

10 years in the industry.

  1. Edelman Financial EnginesAug 2025 to now
  2. UnemployedOct 2024 to Jul 2025
  3. National GeneralJan 2024 to Sep 2024
  4. LeaffilterJul 2023 to Dec 2023
  5. Circle KJan 2023 to Jun 2023
  6. UnemploymentJul 2021 to Dec 2022
  7. J Aduke ConsultingOct 2019 to Jun 2021
  8. UnemploymentApr 2019 to Sep 2019
  9. Tiedemann Advisors LLCJul 2017 to Mar 2019
  10. Hall Capital PartnersJul 2016 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 4 states (NC, SC, 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
8145273
Firm CRD
104510
Advisor's SEC record (opens in a new tab)
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