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.

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

Sep 22, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 22, 1994

First registration

Aug 29, 2022

Dual registered

no

Other names

HOMER JONATHAN REED WILSON|HOMERJONATHAN REED WILSON|Jonathan Reed Wilson

IAPD individual key

2539358

• Occurred

  Mar 8, 2023
  Advisor changed firm

  Homer Jonathan Reed Wilson left Polaris Wealth Advisory Group for Mercer Global Advisors Inc. (registered 2023-05-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:616f0e8e-633f-4ed4-fb47-d6e2b6e6aa7a

First observed

Aug 29, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.