DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jordan Johnson

Edelman Financial Enginesindependent RIAEast Wenatchee , Wa IA-onlyIAPD 7361301

Feed of 09/15/2026

Also filed as Jordan William Parker Johnson

At current firm

0 y

since Mar 11, 2026

In the industry

11 y

since Jan 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edelman Financial Engines independent RIA current
since Mar 11, 2026 · Fairfax , Va
Charles Schwab & Co., Inc. national BD
Aug 12, 2025 to Mar 21, 2026 · Spokane, Wa
Advice And Planning Services BD affiliated
Jul 9, 2024 to Jul 7, 2025 · Knoxville, Tn
Fisher Investments independent RIA
Nov 18, 2022 to Jun 13, 2024 · Plano, Tx
Osaic Wealth, Inc. BD affiliated
Dec 3, 2021 to Sep 29, 2022 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Charles Schwab & Co., Inc. to Edelman Financial Engines
left Mar 21, 2026, registered Mar 11, 2026 (-10 days) · Affiliated broker-dealer or bank to independent RIA
Advice And Planning Services to Charles Schwab & Co., Inc.
left Jul 7, 2025, registered Aug 12, 2025 (36 days) · Affiliated broker-dealer or bank to another
Fisher Investments to Advice And Planning Services
left Jun 13, 2024, registered Jul 9, 2024 (26 days) · RIA to affiliated broker-dealer or bank
Osaic Wealth, Inc. to Fisher Investments
left Sep 29, 2022, registered Nov 18, 2022 (50 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Jordan Johnson left Charles Schwab & Co., Inc. for Edelman Financial Engines (registered 2026-03-11)
Mar 21, 2026 · Advisor changed firm · fact
Jordan Johnson left Advice And Planning Services for Charles Schwab & Co., Inc. (registered 2025-08-12)
Jul 7, 2025 · Advisor changed firm · fact
Jordan Johnson left Fisher Investments for Advice And Planning Services (registered 2024-07-09)
Jun 13, 2024 · Advisor changed firm · fact
Jordan Johnson left Osaic Wealth, Inc. for Fisher Investments (registered 2022-11-18)
Sep 29, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address