Jaimi Lee Dennehy
Investment adviser representative at Mercer Global Advisors Inc.
17 yearsExperience
2 statesRegistered in
$84.4BFirm assets
18 yearsFirm in business
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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
17 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Mercer Global Advisors Inc.Mar 2024 to Dec 2025
- Integrated Advisors Network, LLCJun 2020 to Dec 2025
- Mdk Private Wealth ManagementJun 2020 to Feb 2024
- Cresset Asset Management, LLCSep 2018 to Jun 2020
- J.P. Morgan Securities Inc.Dec 2009 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
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
- 5228802
- Firm CRD
- 147363