DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner29 years in industry

JESSE ALAN WILSON

Advisor at EDELMAN FINANCIAL ENGINES

CHANDLER, AZ | SCOTTSDALE, AZ | Eagle, ID | EAGLE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6384df57-131e-4561-32ad-e7dba7783b71

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 21, 2000 to Sep 15, 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: Sep 2, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 2, 1997
First registration: Apr 21, 2000
Dual registered: no
IAPD individual key: 2932213

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
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Sep 3, 2026	n/a	yes	Eagle, ID\|SCOTTSDALE, AZ	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Oct 15, 2018	n/a	yes	CHANDLER, AZ\|EAGLE, ID	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Aug 29, 2011	Nov 1, 2018	no	FAIRFAX, VA\|SCOTTSDALE, AZ\|TEMPE, AZ\|TEMPE, AZ	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Sep 11, 2009	Jul 15, 2010	no	PHOENIX, AZ	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Oct 23, 2006	Aug 26, 2009	no	COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO	Previous registration
ZIONS DIRECT, INC.	n/a	Aug 23, 2006	Sep 22, 2006	no	DENVER, CO	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Apr 21, 2000	Oct 24, 2006	no	MALVERN, PA	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	Oct 15, 2018	-17	Bulk transfer	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	EDELMAN FINANCIAL SERVICES, LLC	Jul 15, 2010	Aug 29, 2011	410	Firm change after gap	Other
T. ROWE PRICE ADVISORY SERVICES, INC.	USAA FINANCIAL PLANNING SERVICES	Aug 26, 2009	Sep 11, 2009	16	Firm change	Other
VANGUARD ADVISERS, INC.	ZIONS DIRECT, INC.	Oct 24, 2006	Aug 23, 2006	-62	Firm change after gap	Other
ZIONS DIRECT, INC.	T. ROWE PRICE ADVISORY SERVICES, INC.	Sep 22, 2006	Oct 23, 2006	31	Firm change	Other

Relationships

Registered with (7)

→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Oct 15, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 29, 2011 to Nov 1, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 11, 2009 to Jul 15, 2010factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 23, 2006 to Aug 26, 2009factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Apr 21, 2000 to Oct 24, 2006factForm ADV
→ ZIONS DIRECT, INC.Registered adviserregistration: previous registration
Aug 23, 2006 to Sep 22, 2006factForm ADV

Dated events

No dated event names this entity yet.