Sarah Jayne Fleck

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

• 06/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 01/2015 → 06/2017
  Student
  Wrentham, MA
• 06/2017 → 08/2017
  Rivers Day Camp
  Weston, MA
• 08/2017 → 12/2018
  Student
  Worcester, MA
• 01/2019 → 08/2019
  Worcester Polytechnic Institute (Wpi)
  Worcester, MA
• 09/2019 → 12/2019
  Worcester Polytechnic Institute (Wpi)
  Worcester, MA
• 06/2020 → 08/2020
  The Hanover Insurance Group
  Worcester, MA
• 09/2020 → 05/2021
  Student
  Worcester, MA
• 06/2021 → 06/2023
  King Philip Regional School District
  Wrentham, MA
• 06/2023 → 05/2025
  New Hampton School
  New Hampton, NH
• 01/2020 → 05/2020
  Student
  Worcester, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-11

Other Names

• Sj Fleck
• Sarah Fleck