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Joan N Greenspon

Edelman Financial Engines

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About Joan N Greenspon

Joan Greenspon is a financial advisor registered with Edelman Financial Engines. Joan is a CERTIFIED FINANCIAL PLANNER™ professional. Joan has been in the industry since 2007. Joan is licensed in Pennsylvania and Texas. Joan has experience with Edelman Financial Engines, EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Fidelity Brokerage Services LLC.

Firm Information

Joan Greenspon is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial advisory firm with approximately $270.8 billion in assets under management, serving a diverse range of clients including individuals, corporations, and institutions. The firm offers a comprehensive suite of financial planning and investment management services, with a particular focus on retirement planning and investment solutions. Headquartered in Santa Clara, California, Edelman Financial Engines boasts a team of over 600 investment advisor representatives and 400 licensed agents dedicated to helping clients achieve their financial goals.
Edelman Financial Engines

3945 FREEDOM CIRCLE

SANTA CLARA, CA 95054

$270.77B

Assets Under Management

448,243

Total Clients

585

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees & related svcs; reimbursements for printed materials

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Joan Greenspon’s Registration & Firm History

PA

11/01/2018 - Present

Edelman Financial Engines (Lafayette Hill PA)

PA

04/22/2016 - 10/31/2018

EF LEGACY SECURITIES, LLC (WEST CONSHOHOCKEN PA)

PA

01/14/2014 - 04/22/2016

SANDERS MORRIS HARRIS LLC (CONSHOHOCKEN PA)

PA

01/01/2007 - 12/18/2013

FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 03/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joan N Greenspon.
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