Elaina Marie Evans

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

Authority	Category	Status	Date
FL	RA	APPROVED	2024-06-28
TX	RA	APPROVED_RES	2024-06-25

FL RA
APPROVED

Since 2024-06-28
TX RA
APPROVED_RES

Since 2024-06-25

Branch Locations

Jacksonville, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Slight Edge Insurance And Financial Services	Jacksonville	FL	01/2017	12/2022
Neora International	Dallas	TX	11/2013	12/2022
Fidelity Investments	Jacksonville	FL	01/2023	02/2024
Edelman Financial Engines	Santa Clara	CA	05/2024	Present

01/2017 → 12/2022

Slight Edge Insurance And Financial Services

Jacksonville, FL
11/2013 → 12/2022

Neora International

Dallas, TX
01/2023 → 02/2024

Fidelity Investments

Jacksonville, FL
05/2024 → Present

Edelman Financial Engines

Santa Clara, CA

Previous Registrations

2024-02-05 → 2024-02-09

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-16

S66 Uniform Combined State Law Examination

2024-01-16

Other Names

Elaina Marie Evans
Elaina Lambert
Elaina Evans

View on SEC IAPD