JW

Jeffrey Whitmer

Senior Vice President - Investments at Edelman Financial Engines

Jeffrey Whitmer is an experienced financial professional currently serving as Senior Vice President of Investments at Edelman Financial Engines since December 2002. In this role, Jeffrey works diligently as an advisor to clients. Prior to this position, Jeffrey was a Registered Representative at Charles Schwab from June 1997 to December 2002, holding Series 7, 8, and 63 licenses. Jeffrey earned a Bachelor of Science degree in Mathematics from Purdue University Fort Wayne between 1990 and 1995.

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