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Evan Jared Barr

Edelman Financial Engines

Sylvania, OH

CRD 8116086

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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
OH RA APPROVED 2025-07-23
TX RA APPROVED 2025-07-14
  • OH RA
    APPROVED
    Since 2025-07-23
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

Sylvania, OH • 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
Bedford High School Temperance MI 09/2014 06/2018
University Of Toledo Toledo OH 08/2018 12/2022
Rudolph Libbe Inc Walbridge OH 01/2021 12/2022
Matrix Technologies Inc Maumee OH 01/2023 05/2025
Edelman Financial Engines Santa Clara CA 06/2025 Present
  • 09/2014 → 06/2018
    Bedford High School
    Temperance, MI
  • 08/2018 → 12/2022
    University Of Toledo
    Toledo, OH
  • 01/2021 → 12/2022
    Rudolph Libbe Inc
    Walbridge, OH
  • 01/2023 → 05/2025
    Matrix Technologies Inc
    Maumee, OH
  • 06/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-14
  • S65 Uniform Investment Adviser Law Examination
    2025-07-14

View on SEC IAPD

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