DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jacqueline Steczkowski

Mercer Global Advisors Inc.independent RIADenver, Co IA-onlyIAPD 5867514

Feed of 09/14/2026

Also filed as Jackie Marie Steczkowski

At current firm

1 y

since Dec 12, 2024

In the industry

15 y

since Oct 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mercer Global Advisors Inc. independent RIA current
since Dec 12, 2024 · Greenwich, Ct
Napatree Capital LLC former
Jun 15, 2023 to Dec 12, 2024 · Westerly, Ri
Essex Financial Services, Inc. independent RIA
Apr 20, 2021 to Jul 1, 2022 · Essex, Ct
People'S United Advisors, Inc. former
Apr 2, 2018 to Apr 6, 2021 · New York, Ny
People'S Securities, Inc. former
Jan 19, 2017 to Mar 31, 2020 · New York, Ny
Strategic Advisers LLC national BD
Sep 28, 2015 to Nov 23, 2016 · Greenwich, Ct

Moves

a registration end followed by a registration begin elsewhere

Napatree Capital LLC to Mercer Global Advisors Inc.
left Dec 12, 2024, registered Dec 12, 2024 (0 days) · RIA to RIA
Essex Financial Services, Inc. to Napatree Capital LLC
left Jul 1, 2022, registered Jun 15, 2023 (349 days) · RIA to RIA
People'S United Advisors, Inc. to Essex Financial Services, Inc.
left Apr 6, 2021, registered Apr 20, 2021 (14 days) · RIA to RIA
People'S Securities, Inc. to People'S United Advisors, Inc.
left Mar 31, 2020, registered Apr 2, 2018 (-729 days) · corporate re-registration, not a move
Strategic Advisers LLC to People'S Securities, Inc.
left Nov 23, 2016, registered Jan 19, 2017 (57 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address