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Jason Van de Loo

Executive Vice President

Head of Wealth Planning and Marketing

Since joining Edelman Financial Engines, and throughout his career, Jason Van de Loo has transformed the client experience. After joining the firm in 2014 and serving as our chief marketing officer, Jason reinvented our strategy and led a team that amplified our clients’ voices to help us better serve the needs of 1.3 million clients. As our head of Wealth Planning & Marketing, Jason is focused on building our brand, driving new client acquisition and delivering the industry’s premier client experience. He leads a diverse, nationwide team of planners, client service staff, marketers, designers and communicators.

Jason brings nearly 20 years of experience driving client-centric innovation and growth. He served as the head of marketing for Capella University, overseeing product strategy, brand development and client acquisition during a period that saw Capella grow to 40,000 online students. Jason leveraged that experience as a founding executive and CMO of Everspring, an EdTech startup partnering with leading universities to build online degree programs. In addition to his work with Edelman Financial Engines, Jason has served on the Board of Directors of CaringBridge, a global nonprofit that creates private social networks to help families navigate health journeys, and TreeHouse, an organization transforming the lives of at-risk teens in the Twin Cities.

Jason holds a master’s in business administration and a Bachelor of Science in business, both with high distinction, from the Carlson School of Management at the University of Minnesota.