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RIA / WealthAdvisor22 years in industry

JASON RYAN ENGLISH

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL

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Search this name across graphsid dfx:ria:2dd5bbe7-7a23-b228-d6f8-32869892c3ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2005 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: SAVANT WEALTH MANAGEMENT
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: Jun 17, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 17, 2004
First registration: Mar 11, 2005
Dual registered: no
IAPD individual key: 4432607

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
SAVANT WEALTH MANAGEMENT	Independent wealth	Jul 8, 2022	n/a	yes	ROCKFORD, IL	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Mar 8, 2016	Dec 10, 2021	no	Austin, TX\|SANTA CLARA, CA	Previous registration
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Feb 25, 2016	Dec 1, 2016	no	AUSTIN, TX\|OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND RESEARCH CENTER, RESEARCH CENTER	Former SEC adviser	Oct 26, 2012	Aug 19, 2016	no	OVERLAND PARK, KS\|AUSTIN, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Dec 9, 2011	Oct 25, 2012	no	FORT WORTH, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 20, 2006	Oct 25, 2012	no	OMAHA, NE\|Austin, TX\|DRAPER, UT	Previous registration
AMERITRADE ADVISORY SERVICES LLC	n/a	May 5, 2005	Dec 14, 2005	no	AUSTIN, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 11, 2005	Dec 23, 2009	no	AUSTIN, 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 ENGINES	SAVANT WEALTH MANAGEMENT	Dec 10, 2021	Jul 8, 2022	210	Firm change	RIA to RIA
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Dec 1, 2016	Mar 8, 2016	-268	Bulk transfer	Other
THE MUTUAL FUND RESEARCH CENTER, RESEARCH CENTER	FINANCIAL ENGINES ADVISOR CENTER, LLC	Aug 19, 2016	Feb 25, 2016	-176	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	THE MUTUAL FUND RESEARCH CENTER, RESEARCH CENTER	Oct 25, 2012	Oct 26, 2012	1	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 25, 2012	Dec 9, 2011	-321	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	AMERITRADE ADVISORY SERVICES LLC	Dec 23, 2009	May 5, 2005	-1,693	Firm change after gap	Other
AMERITRADE ADVISORY SERVICES LLC	TD AMERITRADE, INC.	Dec 14, 2005	Jun 20, 2006	188	Firm change	Other

Relationships

Registered with (7)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 8, 2022 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Mar 8, 2016 to Dec 10, 2021factForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Feb 25, 2016 to Dec 1, 2016factForm ADV
→ THE MUTUAL FUND RESEARCH CENTER, RESEARCH CENTERRegistered adviserregistration: previous registration
Oct 26, 2012 to Aug 19, 2016factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 9, 2011 to Oct 25, 2012factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 20, 2006 to Oct 25, 2012factForm ADV
→ AMERITRADE ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
May 5, 2005 to Dec 14, 2005factForm ADV

Dated events

No dated event names this entity yet.