John Taylor Walker
Investment adviser representative at Mercer Global Advisors Inc.
13 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
13 years in the industry.
- Mercer Global Advisors Inc.Jan 2022 to now
- Wisdom Planning, LLCSep 2019 to Dec 2021
- Andrew Garrett IncMar 2018 to Dec 2021
- Cordasco Financial Network, Inc.Feb 2018 to Dec 2021
- Cco Investment ServicesMar 2013 to Feb 2018
- Citizens BankMar 2013 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 5401258
- Firm CRD
- 147363