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RIA / WealthAdvisor15 years in industry

Jacqueline Steczkowski

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | Greenwich, CT

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Search this name across graphsid dfx:ria:c3ef43df-e609-50b8-6de5-2e0743314c90

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 28, 2015 to Sep 14, 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: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 8, 2011
First registration: Sep 28, 2015
Dual registered: no
Other names: Jackie Marie Steczkowski
IAPD individual key: 5867514

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	Dec 12, 2024	n/a	yes	Greenwich, CT\|DENVER, CO	Current employment
NAPATREE CAPITAL LLC	Former SEC adviser	Jun 15, 2023	Dec 12, 2024	no	WESTERLY, RI\|Westerly, RI	Previous registration
ESSEX FINANCIAL SERVICES, INC.	Independent wealth	Apr 20, 2021	Jul 1, 2022	no	ESSEX, CT\|SOUTHPORT, CT\|Southport, CT	Previous registration
PEOPLE'S UNITED ADVISORS, INC.	Former SEC adviser	Apr 2, 2018	Apr 6, 2021	no	New York, NY	Previous registration
PEOPLE'S SECURITIES, INC.	Former SEC adviser	Jan 19, 2017	Mar 31, 2020	no	New York, NY\|BRIDGEPORT, CT\|BRIDGEPORT, CT\|COS COB, CT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 28, 2015	Nov 23, 2016	no	GREENWICH, CT	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
NAPATREE CAPITAL LLC	MERCER GLOBAL ADVISORS INC.	Dec 12, 2024	Dec 12, 2024	0	Firm change	RIA to RIA
ESSEX FINANCIAL SERVICES, INC.	NAPATREE CAPITAL LLC	Jul 1, 2022	Jun 15, 2023	349	Firm change	RIA to RIA
PEOPLE'S UNITED ADVISORS, INC.	ESSEX FINANCIAL SERVICES, INC.	Apr 6, 2021	Apr 20, 2021	14	Firm change	RIA to RIA
PEOPLE'S SECURITIES, INC.	PEOPLE'S UNITED ADVISORS, INC.	Mar 31, 2020	Apr 2, 2018	-729	Bulk transfer	Other
STRATEGIC ADVISERS LLC	PEOPLE'S SECURITIES, INC.	Nov 23, 2016	Jan 19, 2017	57	Firm change	Other

Relationships

Registered with (6)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Dec 12, 2024 to presentfactForm ADV
→ NAPATREE CAPITAL LLCRegistered adviserregistration: previous registration
Jun 15, 2023 to Dec 12, 2024factForm ADV
→ ESSEX FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 20, 2021 to Jul 1, 2022factForm ADV
→ PEOPLE'S UNITED ADVISORS, INC.Registered adviserregistration: previous registration
Apr 2, 2018 to Apr 6, 2021factForm ADV
→ PEOPLE'S SECURITIES, INC.Registered adviserregistration: previous registration
Jan 19, 2017 to Mar 31, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 28, 2015 to Nov 23, 2016factForm ADV

Dated events

Occurred
Dec 12, 2024
Advisor changed firm
Jacqueline Steczkowski left Napatree Capital Llc for Mercer Global Advisors Inc. (registered 2024-12-12)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2022
Advisor changed firm
Jacqueline Steczkowski left Essex Financial Services, Inc. for Napatree Capital Llc (registered 2023-06-15)
Form ADVobserved 6 days ago