Jo-Anna
Wilson

Financial Engines Advisors L.L.C

CRD#4204823
Investment Advisor
in Fairfax, VA

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About this Advisor

Jo-Anna Wilson is a certified financial planner who works in Fairfax, Virginia who has 5 years of relevant experience. Wilson works at Financial Engines Advisors L.L.C. During their career, Wilson has held roles at Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. Wilson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas and Virginia. Financial Engines Advisors L.L.C is a financial advisory company that has its headquarters in Santa Clara, CA. It has offices in 149 locations and a total of 1,514 people on staff. It has $242 billion in assets among its 1,594,707 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 54 charities and foundations. Of its 1,594,707 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The company has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually vary depending on which service is offered. However, fee types billed by Financial Engines Advisors L.L.C most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

4000 Legato Road 9Th Floor
Fairfax, VA 22033

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

VA Average: $7,578,581,321
Total Number of Employees

1,514

VA Average: 43
Total Number of Accounts

1,594,707

VA Average: 3,727
Average Account Size

$151,733

VA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jo-Anna Wilson Work History

Jo-Anna has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2005 - 2016 (11 years)

Sanders Morris Harris Inc

2005 - 2018 (13 years)

Edelman Financial Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jo-Anna Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Engines Advisors L.L.C

Rachel Gilmore
Saint Louis, MO
Gabriel Goodhope
Newton Center, MA
William Mcelroy
Phoenix, AZ
Samuel Lindemann
Roseville, CA
Edmund Callahan
Farmington, CT
Noah French
Newton Center, MA
Anthony Badillo
Fairfax, VA
Joseph Bergen
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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