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RIA / WealthAdvisorCertified Financial Planner22 years in industry

Petra Chien

Advisor at MERCER GLOBAL ADVISORS INC.

Newport Beach, CA | DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:505613ba-31b7-a7a4-33cb-ef70c211bbcc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2004 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 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 8, 2024
First registration: Jan 26, 2004
Dual registered: no
IAPD individual key: 4586552

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	Jan 15, 2026	n/a	yes	DENVER, CO\|Newport Beach, CA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 13, 2023	Jan 5, 2026	no	Newport Beach, CA\|NEWPORT BEACH, CA\|Newport Beach, CA\|New York, NY\|Newport Beach, CA	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Sep 6, 2019	Mar 20, 2025	no	Newport Beach, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Apr 20, 2011	no	EL SEGUNDO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jan 26, 2004	Jan 3, 2011	no	PASADENA, CA\|PASADENA, CA\|LOS ANGELES, CA\|LOS ANGELES, CA	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
J.P. MORGAN SECURITIES LLC	MERCER GLOBAL ADVISORS INC.	Jan 5, 2026	Jan 15, 2026	10	Firm change	Wirehouse to RIA
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	J.P. MORGAN SECURITIES LLC	Mar 20, 2025	Nov 13, 2023	-493	Bulk transfer	Ibd to wirehouse
WELLS FARGO ADVISORS	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Apr 20, 2011	Sep 6, 2019	3,061	Firm change after gap	Wirehouse to ibd
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (5)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Jan 15, 2026 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 13, 2023 to Jan 5, 2026factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Sep 6, 2019 to Mar 20, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Apr 20, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 26, 2004 to Jan 3, 2011factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Petra Chien left J.P. Morgan Securities Llc for Mercer Global Advisors Inc. (registered 2026-01-15)
Form ADVobserved 6 days ago