Mercer Global Advisors Inc.
Mercer Global Advisors Inc. (CRD# 147363) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $10,057,970,248 in 23,813 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management10,058MILLION
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Total Number of Accounts23,813ACCOUNTS
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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
- Other
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
Jason Eagle (CRD# 5650869) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Atlanta, GA and has over 9 years of experience in the finance industry. Jason Eagle 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.
Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Houston, TX and has over 10 years of experience in the finance industry. Johnathan Aelmore 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.
Eric Anderson (CRD# 4686097) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Fairfield, CT and has over 14 years of experience in the finance industry. Eric Anderson 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.
Jennifer Baick (CRD# 3225465) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bellevue, WA and has over 19 years of experience in the finance industry. Jennifer Baick 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.
Brooke Bees (CRD# 3273013) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Radnor, PA and has over 18 years of experience in the finance industry. Brooke Bees 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.
Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Vienna, VA and has over 11 years of experience in the finance industry. Ryan Bergmann 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.
Richard Boyer (CRD# 2291798) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Francisco, CA and has over 25 years of experience in the finance industry. Richard Boyer 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.
Charles Breuch (CRD# 2730710) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Boulder, CO and has over 22 years of experience in the finance industry. Charles Breuch 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.
Eleanor Burton (CRD# 5618362) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Alpharetta, GA and has over 9 years of experience in the finance industry. Eleanor Burton 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.
Yisen Cai (CRD# 6057189) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 5 years of experience in the finance industry. Yisen Cai 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.