Jack Forjan
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
3 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Edelman Financial EnginesFeb 2026 to now
- Costar GroupJul 2022 to Feb 2026
- Northwestern MutualJan 2022 to Jul 2022
- Mcadam LLCJul 2020 to Jan 2022
- James Madison UniversitySep 2016 to Jun 2020
- StarbucksJun 2014 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (NY, TX, VA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7296543
- Firm CRD
- 104510