Jack Isaac London
Investment Adviser Representative at Edelman Financial Engines
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jack Isaac London is an investment adviser representative with Edelman Financial Engines in Wellesley, Ma, where they have been registered since 2018. They have worked in the securities industry since 1993 and have been registered with 3 firms, including Edelman Financial Services, LLC and London Financial Services. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts, New Hampshire, and Texas.
Registrations & licenses
- Investment adviser:
- Massachusetts, New Hampshire, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- London Medical Group, LLCJan 2009 – no end date reportedDover, MA
- TOWN OF DoverDec 1995 – no end date reportedDover, MA
- TOWN OF WellesleyApr 2006 – no end date reportedWellesley, MA
- London Financial ServicesMay 1993 – no end date reportedDover, MA
- Edelman Financial Services LLCJan 2011 – Nov 2018Fairfax, VA
- Wolfson FoundationMay 1991 – no end date reportedWellesley, MA
- EF Legacy Securities, LLCApr 2016 – Oct 2018Henrico, VA
- Financial Engines Advisors L.L.C.Nov 2018 – Jan 2021Sunnyvale, CA
- Financial Engines Advisors L.L.C.Jan 2021 – no end date reportedSanta Clara, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edelman Financial Engines
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Other
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.0175
- First $400,0001.75%
- Next $350,0001.25%
- Next $250,0001.00%
- Next $2,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 715
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Santa Clara, CA
- SEC file number:
- 801-55196
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Edelman Financial Engines
Showing 12 of 715 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Isaac London has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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