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James Joseph Reagan

Edelman Financial Engines

Methuen, MA

CRD 8217505

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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
MA RA APPROVED 2026-08-11
TX RA APPROVED 2026-07-30
  • MA RA
    APPROVED
    Since 2026-08-11
  • TX RA
    APPROVED
    Since 2026-07-30

Branch Locations

Methuen, MA • 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
Keenan Financial Boston MA 01/2026 03/2026
University Of Massachusetts, Lowell Lowell MA 01/2024 01/2026
Bentley University Waltham MA 09/2023 12/2023
Target Methuen MA 05/2023 09/2023
Central Catholic High School Lawrence MA 09/2019 05/2023
West Middle School Andover MA 09/2016 06/2019
Edelman Financial Engines Santa Clara CA 07/2026 Present
Unemployed Boston MA 04/2026 06/2026
  • 01/2026 → 03/2026
    Keenan Financial
    Boston, MA
  • 01/2024 → 01/2026
    University Of Massachusetts, Lowell
    Lowell, MA
  • 09/2023 → 12/2023
    Bentley University
    Waltham, MA
  • 05/2023 → 09/2023
    Target
    Methuen, MA
  • 09/2019 → 05/2023
    Central Catholic High School
    Lawrence, MA
  • 09/2016 → 06/2019
    West Middle School
    Andover, MA
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 04/2026 → 06/2026
    Unemployed
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-21
  • S65 Uniform Investment Adviser Law Examination
    2026-01-21
Other Names
  • James Reagan

View on SEC IAPD

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