James Allen Bossieux
Investment adviser representative at Mercer Global Advisors Inc.
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$84.4BFirm assets
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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
14 years in the industry.
- Mercer Global Advisors Inc.Apr 2026 to now
- Charter Oak Capital ManagementOct 2022 to Apr 2026
- The Vanguard Group, Inc.Dec 2016 to Oct 2022
- Vanguard Marketing CorporationApr 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
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
- 4250872
- Firm CRD
- 147363