John Stobbs, financial advisor Chesterfield MO

John Stobbs

CRD Number: 1655891
Current Firm: Mercer Global Advisors Inc.

John Stobbs (CRD# 1655891) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Chesterfield, MO and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Chesterfield, MO Apr 2022 - Current 1
Convergent Wealth Management, LLC St. Louis, MO Jun 2010 - Mar 2022 11
John Stobbs Cpa Farmington, MO Aug 2002 - Mar 2022 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
Contact Info for John P. Stobbs
Phone Number: 888-565-1681
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    35,142
    MILLIONS
  • Total Number of Accounts
    76,213
    ACCOUNTS
  • Average Account Value
    $461,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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