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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst10 years in industry

JUAN YAGO SAMPERIO SUAREZ

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | BOCA RATON, FL

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Search this name across graphsid dfx:ria:2879f1ed-6d8e-986c-38ac-c2fb54ef10a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 9, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66|S63
First exam: May 25, 2016
First registration: Jul 9, 2018
Dual registered: no
Other names: JUAN YAGO SAMPERIO
IAPD individual key: 6599675

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Nov 18, 2025	n/a	yes	DENVER, CO\|BOCA RATON, FL	Current employment
Mariner	Bd affiliated wealth	Dec 11, 2023	Nov 11, 2025	no	Orlando, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 14, 2019	Nov 2, 2023	no	AVENTURA, FL\|MIAMI BEACH, FL\|MIAMI, FL\|AVENTURA, FL\|NORTH MIAMI BEACH, FL\|MIAMI, FL\|DORAL, FL\|MIAMI, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 9, 2018	Apr 29, 2019	no	Austin, TX\|Coral Gables, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Mariner	MERCER GLOBAL ADVISORS INC.	Nov 11, 2025	Nov 18, 2025	7	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	Mariner	Nov 2, 2023	Dec 11, 2023	39	Firm change	Wirehouse to ibd
CHARLES SCHWAB & CO., INC.	J.P. MORGAN SECURITIES LLC	Apr 29, 2019	May 14, 2019	15	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Nov 18, 2025 to presentfactForm ADV
→ MARINERRegistered adviserregistration: previous registration
Dec 11, 2023 to Nov 11, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 14, 2019 to Nov 2, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 9, 2018 to Apr 29, 2019factForm ADV

Dated events

Occurred
Nov 11, 2025
Advisor changed firm
Juan Yago Samperio Suarez left Mariner for Mercer Global Advisors Inc. (registered 2025-11-18)
Form ADVobserved 6 days ago
Occurred
Nov 2, 2023
Advisor changed firm
Juan Yago Samperio Suarez left J.P. Morgan Securities Llc for Mariner (registered 2023-12-11)
Form ADVobserved 6 days ago