Jamie BlockCRD Number: 6464765
Current Firm: Mercer Global Advisors Inc.
Jamie Block (CRD# 6464765) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Fairport, NY and has 1 year of experience in the finance industry. Jamie Block has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Mercer Global Advisors Inc.||Rochester, NY||Sep 2017 - Current||4|
|Wealth Design Services, Inc.||Rochester, NY||Jan 2008 - Current||14|
Total Assets Under Management19,870MILLIONS
Total Number of Accounts38,429ACCOUNTS
Average Account Value$517,055
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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