DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Newport Beach, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Oct 7, 2019 | n/a | yes | Newport Beach, CA|DENVER, CO | Current employment |
| JACKSON FINANCIAL MANAGEMENT | Former SEC adviser | Mar 21, 2000 | Mar 27, 2020 | no | NEWPORT BEACH, CA|COSTA MESA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JACKSON FINANCIAL MANAGEMENT | MERCER GLOBAL ADVISORS INC. | Mar 27, 2020 | Oct 7, 2019 | -172 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108029:147363:CA:2020-03-27 | Mar 27, 2020 | Oct 7, 2019 | COSTA MESA, CA | Firm change after gap |