Jamie Axford

Director at Edelman Financial Engines

Role: Director, Employer Solutions at Edelman Financial Engines
Location: Boston, MA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jamie Axford

35 years of financial services industry experience, ranging from External Wholesaler to Head of Retail National Accounts to Head of DCIO & VAIO. Products covered include Mutual Funds, Variable Annuities, Separate Accounts and Retirement Plans. A trusted advisor for internal partners and external clients, possessing critical client attributes that include reliability, credibility, and a true client focus.

Experience

Director, Employer Solutions
Edelman Financial Engines
May 2017 — Present · Boston, MA, US

Education

Penn State University
Bachelor of Arts (B.A.)

Contact information

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Current company

Edelman Financial Engines

Financial Services · 1.6K employees · Founded 1987 · Santa Clara, California, United States

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

edelmanfinancialengines.com

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About Jamie Axford

Experience

Director, Employer Solutions

Education

Penn State University

Find verified contacts for anyone on LinkedIn