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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Jonah B. Shafer

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | San Diego, CA

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Search this name across graphsid dfx:ria:76476a8f-52cc-682b-28b7-b313ee11438b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Nov 15, 2019 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: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 1, 2019
First registration: Nov 15, 2019
Dual registered: no
Other names: Jonah B Shafer|Jonah Shafer
IAPD individual key: 6954569

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 1, 2025	n/a	yes	San Diego, CA\|DENVER, CO	Current employment
PROSPERITY WEALTH PLANNING LLC	Independent wealth	Feb 23, 2023	Apr 10, 2024	no	IRVINE, CA	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Aug 8, 2022	Feb 17, 2023	no	Grand Rapids, MI	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 15, 2019	Jun 22, 2022	no	CHICAGO, IL	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
PROSPERITY WEALTH PLANNING LLC	MERCER GLOBAL ADVISORS INC.	Apr 10, 2024	Jan 1, 2025	266	Firm change	RIA to RIA
RAYMOND JAMES & ASSOCIATES, INC.	PROSPERITY WEALTH PLANNING LLC	Feb 17, 2023	Feb 23, 2023	6	Firm change	Ibd to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Jun 22, 2022	Aug 8, 2022	47	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ PROSPERITY WEALTH PLANNING LLCRegistered adviserregistration: previous registration
Feb 23, 2023 to Apr 10, 2024factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Aug 8, 2022 to Feb 17, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 15, 2019 to Jun 22, 2022factForm ADV

Dated events

Occurred
Apr 10, 2024
Advisor changed firm
Jonah B. Shafer left Prosperity Wealth Planning Llc for Mercer Global Advisors Inc. (registered 2025-01-01)
Form ADVobserved 5 days ago
Occurred
Feb 17, 2023
Advisor changed firm
Jonah B. Shafer left Raymond James & Associates, Inc. for Prosperity Wealth Planning Llc (registered 2023-02-23)
Form ADVobserved 5 days ago
Occurred
Jun 22, 2022
Advisor changed firm
Jonah B. Shafer left Ameriprise Financial Services, Llc for Raymond James & Associates, Inc. (registered 2022-08-08)
Form ADVobserved 5 days ago