Joan
Greenspon

Financial Engines Advisors L.L.C

CRD#5208549
Investment Advisor
in Plymouth Meeting, PA

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About this Advisor

Joan Greenspon is a certified financial planner operating out of Plymouth Meeting, Pennsylvania who has 5 years of industry experience. Greenspon works at Financial Engines Advisors L.L.C. Throughout their career, they have worked at Fidelity Investments, Sander Morris Harris Inc, Edelman Financial Services, LLC, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. Greenspon maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania and Texas. Financial Engines Advisors L.L.C is a financial advisory business operating out of Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 financial advisors. It manages $242 billion in assets between its 1,594,707 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 54 charities and foundations. Of its 1,594,707 accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. Financial Engines Advisors L.L.C performs a number of services, such as 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. Financial advisory fee schedules typically vary depending on which services are provided. However, fee types billed by Financial Engines Advisors L.L.C likely include 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

600 W. Germantown Pike Suite 100
Plymouth Meeting, PA 19462

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

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

1,514

PA Average: 43
Total Number of Accounts

1,594,707

PA Average: 3,727
Average Account Size

$151,733

PA 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

Joan Greenspon Work History

Joan 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

2014 - 2016 (2 years)

Sander Morris Harris Inc

2014 - 2018 (4 years)

Edelman Financial Services, LLC

2006 - 2013 (7 years)

Fidelity Investments

*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 Joan Greenspon 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

Fahima Shaw
Fairfax, VA
Stephen Sassi
Staten Island, NY
Steven Murray
Whitman, MA
Noah French
Newton Center, MA
Nicholas Chavez
Phoenix, AZ
Gabriel Goodhope
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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