Jack London, financial advisor Newton Center MA

Jack London

CRD Number: 2324179
Current Firm: Edelman Financial Engines

Jack London (CRD# 2324179) is an Investment Advisor Representative working at Edelman Financial Engines in Newton Center, MA and has over 31 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Newton Center MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Nancy Aadalen, financial advisor Newton Center MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Newton Center MA
Virginia E. Aaron
CRD# 5046672
Lido
Professional Designations
Company Name Location Dates Years
Financial Engines Advisors LLC Santa Clara, CA Jan 2021 - Current 3
London Medical Group, LLC Dover, MA Jan 2009 - Current 15
Town Of Wellesley Wellesley, MA Apr 2006 - Current 17
Town Of Dover Dover, MA Dec 1995 - Current 28
London Financial Services Dover, MA May 1993 - Current 30
Wolfson Foundation Wellesley, MA May 1991 - Current 32
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Jan 2021 2
Edelman Financial Services LLC Fairfax, VA Jan 2011 - Nov 2018 7
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Oct 2018 2
Sanders Morris Harris Inc. Houston, TX Jan 2011 - Apr 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Jack I. London
Phone Number: 408-498-6000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.