Joshua Eugene Griffis
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Joshua Eugene Griffis? Claim your profile
Contact this firm
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 EnginesJun 2026 to now
- Grinder House Coffee ShopDec 2025 to Mar 2026
- Jvi Investments, LLCJan 2025 to Nov 2025
- East Tennesee ContractorsNov 2024 to Jan 2025
- Fisher InvestmentsFeb 2017 to Nov 2024
- 21st Mortgage CorporationAug 2015 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 8302522
- Firm CRD
- 104510