Jake Meza (CRD# 7086310) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has 1 year of experience in the finance industry. Jake Meza 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.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 3073220
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Bloomington, MN | Sep 2022 - Current | 1 |
| Fure Financial Corporation | Bloomington, MN | Feb 2020 - Current | 3 |
| Mercer Global Advisors | Bloomington, MN | May 2022 - Sep 2022 | < 1 |
| Northwestern Mutual Investment Services LLC | Grand Forks, ND | Jan 2019 - Feb 2020 | 1 |
| University Of North Dakota | Grand Froks, ND | Jul 2017 - Jun 2019 | 1 |
| Minneapolis Community And Technical College | Minneapolis, MN | Aug 2015 - Jul 2017 | 1 |
| Buffalo Wild Wings Express | Edina, MN | May 2017 - Jun 2017 | < 1 |
| Student | Minneapolis, MN | Jan 2012 - May 2017 | 5 |
- MN
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Total Assets Under Management35,142MILLIONS
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Total Number of Accounts76,213ACCOUNTS
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Average Account Value$461,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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