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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JOHNATHAN Aaron CHERRY

Advisor at EDELMAN FINANCIAL ENGINES

DALLAS, TX

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Search this name across graphsid dfx:ria:00be2579-ad42-5d4c-a35e-fb2a2b9e2a3e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 23, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 5, 2001
First registration: Nov 23, 2006
Dual registered: no
Other names: JOHNATHAN AARON CHERRY|JONATHAN AARON CHERRY|JOHNATHAN AARON CHERRY|JOHNATHAN CHERRY
IAPD individual key: 4350375

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	n/a	yes	DALLAS, TX	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Aug 8, 2016	Nov 1, 2018	no	DALLAS, TX\|FAIRFAX, VA\|DALLAS, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	May 20, 2011	Jul 29, 2016	no	DALLAS, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jul 24, 2007	May 2, 2011	no	DALLAS, TX	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Nov 23, 2006	Jul 5, 2007	no	TYLER, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	EDELMAN FINANCIAL SERVICES, LLC	Jul 29, 2016	Aug 8, 2016	10	Firm change	Other
FSC SECURITIES CORPORATION	USAA FINANCIAL PLANNING SERVICES	May 2, 2011	May 20, 2011	18	Firm change	Other
A. G. EDWARDS & SONS, INC.	FSC SECURITIES CORPORATION	Jul 5, 2007	Jul 24, 2007	19	Firm change	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 8, 2016 to Nov 1, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
May 20, 2011 to Jul 29, 2016factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 24, 2007 to May 2, 2011factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Nov 23, 2006 to Jul 5, 2007factForm ADV

Dated events

No dated event names this entity yet.