Jennifer
Ervin

Financial Engines Advisors L.L.C

CRD#3047581
Investment Advisor
in Indianapolis, IN

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About this Advisor

Jennifer Ervin is a financial advisor operating in Indianapolis, Indiana with a total of 7 years of relevant experience. Ervin is on the advisory team at Financial Engines Advisors L.L.C. Over the course of their career, Ervin has held roles at David A. Noyes And Company, Noyes Advisors LLC, Financial Engines Advisors L.L.C and Tmfs Advisors, LLC. Ervin holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana. Financial Engines Advisors L.L.C is a registered investment business that has its headquarters in Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 advisors. It has $242 billion in assets under management between its 1,594,707 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 54 charitable organizations. Of its 1,594,707 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Financial Engines Advisors L.L.C performs a number 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 charged by financial advisors depend on which services the firm provides the client. However, fees billed by Financial Engines Advisors L.L.C most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

7 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

Indianapolis, IN

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

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

1,514

IN Average: 43
Total Number of Accounts

1,594,707

IN Average: 3,727
Average Account Size

$151,733

IN 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

Jennifer Ervin Work History

Jennifer has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Financial Engines Advisors L.L.C

2016 - 2016 (< 1 year)

Tmfs Advisors, LLC

2015 - 2015 (< 1 year)

Noyes Advisors LLC

2008 - 2015 (7 years)

David A. Noyes And Company

*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 Jennifer Ervin 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
Steven Murray
Whitman, MA
Samuel Lindemann
Roseville, CA
Noah French
Newton Center, MA
Nicholas Chavez
Phoenix, AZ
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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