Joel Robert Cabrera

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 10/2021 → 01/2026
  Financial Engines Advisors, L.L.C.
  Santa Clara, CA
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 10/2018 → 10/2021
  Financial Engines Advisors, L.L.C.
  Santa Clara, CA

Other Businesses

1)Thornton High School- Adams 12; INVESTMENT RELATED: No; ADDRESS: 9351 Washington St, Thornton, CO 80229; NATURE: Educational/Sports; POSITION: Assistant Coach; START DATE: 08/12/2024; NUMBER OF HOURS/MONTH: 80 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Assistant coach to the Varsity Football Team.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-04
• S63 Uniform Securities Agent State Law Examination
  2012-05-22

Other Names

• Joel Cabrera