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Jack Forjan

Edelman Financial Engines

Brooklyn, NY

Burke, VA

CRD 7296543

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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:

Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-31
NY RA APPROVED 2026-03-27
TX RA APPROVED 2026-03-27
  • VA RA
    APPROVED
    Since 2026-08-31
  • NY RA
    APPROVED
    Since 2026-03-27
  • TX RA
    APPROVED
    Since 2026-03-27

Branch Locations

Brooklyn, NY • United States

Burke, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam Llc Tysons Corner VA 07/2020 01/2022
Starbucks Harrisonburg VA 06/2014 07/2020
James Madison University Harrisonburg VA 09/2016 06/2020
Edelman Financial Engines Santa Clara CA 02/2026 Present
Costar Group Richmond VA 07/2022 02/2026
Northwestern Mutual Rockville MD 01/2022 07/2022
  • 07/2020 → 01/2022
    Mcadam Llc
    Tysons Corner, VA
  • 06/2014 → 07/2020
    Starbucks
    Harrisonburg, VA
  • 09/2016 → 06/2020
    James Madison University
    Harrisonburg, VA
  • 02/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 07/2022 → 02/2026
    Costar Group
    Richmond, VA
  • 01/2022 → 07/2022
    Northwestern Mutual
    Rockville, MD
Previous Registrations
  • 2020-09-21 → 2022-01-05
    Mcadam Llc
    Tysons Corner, VA
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-27
  • S65 Uniform Investment Adviser Law Examination
    2026-03-27
Other Names
  • Jack Massey Forjan

View on SEC IAPD

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