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Javier Alejandro Garza mora

Investment adviser representative at Edelman Financial Engines
10 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

10 years in the industry.

  1. Edelman Financial EnginesDec 2025 to now
  2. GustoNov 2025 to Dec 2025
  3. GuidelineSep 2024 to Nov 2025
  4. Fisher InvestmentsNov 2021 to Sep 2024
  5. Bi-martJun 2020 to Oct 2021
  6. UnemployedMar 2020 to May 2020
  7. Corban UniversityAug 2015 to Feb 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

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
8200385
Firm CRD
104510
Advisor's SEC record (opens in a new tab)
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