Jessica CarusoCRD Number: 5453902
Current Firm: Mercer Global Advisors Inc.
Jessica Caruso (CRD# 5453902) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Francisco, CA and has over 10 years of experience in the finance industry. Jessica Caruso 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.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Mercer Global Advisors Inc.||San Francisco, CA||Sep 2015 - Current||2|
|Mercer Advisors Inc.||San Francisco, CA||Sep 2011 - Sep 2015||4|
|Yerba Buena Financial Partners, LLC||San Francisco, CA||Feb 2010 - Sep 2011||1|
|Mercer Global Advisors Inc.||Santa Barbara, CA||Jun 2008 - Jan 2010||1|
|Mercer Advisors||Santa Barbara, CA||May 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management10,058MILLIONS
Total Number of Accounts23,813ACCOUNTS
Average Account Value$422,373
- 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
- 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