Sarah Jayne Fleck
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
2 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
11 years in the industry.
- Edelman Financial EnginesJun 2025 to now
- New Hampton SchoolJun 2023 to May 2025
- King Philip Regional School DistrictJun 2021 to Jun 2023
- StudentSep 2020 to May 2021
- The Hanover Insurance GroupJun 2020 to Aug 2020
- StudentJan 2020 to May 2020
- Worcester Polytechnic Institute (wpi)Sep 2019 to Dec 2019
- Worcester Polytechnic Institute (wpi)Jan 2019 to Aug 2019
- StudentAug 2017 to Dec 2018
- Rivers Day CampJun 2017 to Aug 2017
- StudentJan 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
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
- 8116321
- Firm CRD
- 104510