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RIA / WealthAdvisor21 years in industry

JEREMY SILLIMAN ALBRECHT

Advisor at EDELMAN FINANCIAL ENGINES

COLUMBUS, OH

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Search this name across graphsid dfx:ria:acbee8b6-2eee-fb7a-2b32-0672b34ca8ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 6, 2010 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: Jan 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jan 19, 2005
First registration: Apr 6, 2010
Dual registered: no
IAPD individual key: 4716096

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	COLUMBUS, OH	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Aug 11, 2011	Nov 1, 2018	no	COLUMBUS, OH\|FAIRFAX, VA\|COLUMBUS, OH	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Dec 3, 2010	Aug 12, 2011	no	LEWIS CENTER, OH\|ARDEN HILLS, MN	Previous registration
INDEPENDENCE CAPITAL CO., INC.	Independent wealth	Apr 6, 2010	Sep 28, 2010	no	PARMA, OH\|PARMA, OH	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
GRADIENT ADVISORS, LLC	EDELMAN FINANCIAL SERVICES, LLC	Aug 12, 2011	Aug 11, 2011	-1	Firm change	Other
INDEPENDENCE CAPITAL CO., INC.	GRADIENT ADVISORS, LLC	Sep 28, 2010	Dec 3, 2010	66	Firm change	RIA to new firm

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 11, 2011 to Nov 1, 2018factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 3, 2010 to Aug 12, 2011factForm ADV
→ INDEPENDENCE CAPITAL CO., INC.Registered adviserregistration: previous registration
Apr 6, 2010 to Sep 28, 2010factForm ADV

Dated events

No dated event names this entity yet.