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RIA / WealthAdvisor22 years in industry

MICHAEL PAUL JERGENS

Advisor at EDELMAN FINANCIAL ENGINES

TROYMI, MI

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Search this name across graphsid dfx:ria:b7c20524-5d67-3181-b173-68a3d66fc2aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2009 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: Jul 28, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66|S65
First exam: Jul 28, 2004
First registration: Sep 16, 2009
Dual registered: no
IAPD individual key: 4770771

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 10, 2022	n/a	yes	TROYMI, MI	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 7, 2015	Jun 22, 2015	no	BLOOMFIELD HILLS, MI	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Jul 29, 2014	Apr 8, 2015	no	BIRMINGHAM, MI\|MORRISTOWN, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 1, 2011	Jul 28, 2014	no	BLOOMFIELD HILLS, MI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 16, 2009	Jul 20, 2011	no	AUBURN HILLS, MI\|BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI\|ROCHESTER HILLS, MI\|BIRMINGHAM, MI\|BIRMINGHAM, MI	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
J.P. MORGAN SECURITIES LLC	EDELMAN FINANCIAL ENGINES	Jun 22, 2015	Nov 10, 2022	2,698	Firm change after gap	Wirehouse to RIA
PRIVATE ADVISOR GROUP, LLC	J.P. MORGAN SECURITIES LLC	Apr 8, 2015	Apr 7, 2015	-1	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRIVATE ADVISOR GROUP, LLC	Jul 28, 2014	Jul 29, 2014	1	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 20, 2011	Jul 1, 2011	-19	Firm change	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 10, 2022 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 7, 2015 to Jun 22, 2015factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Jul 29, 2014 to Apr 8, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 1, 2011 to Jul 28, 2014factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 16, 2009 to Jul 20, 2011factForm ADV

Dated events

No dated event names this entity yet.