Yvonne Jimenez
Investment adviser representative at Mercer Global Advisors Inc.
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
Are you Yvonne Jimenez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Mercer Global Advisors Inc.Jul 2025 to Dec 2025
- The Vanguard Group, Inc.Nov 2023 to Jul 2025
- Charles Schwab & Co., Inc.Sep 2021 to Nov 2023
- Fidelity InvestmentsApr 2018 to Aug 2021
- TIAA-CREF Individual & Institutional Services, LLCSep 2012 to Mar 2018
- TIAAMar 2001 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2513365
- Firm CRD
- 147363