Jacqueline Schlup Daniels
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Mercer Global Advisors Inc.Oct 2021 to Dec 2025
- Quest Capital Management, Inc.Jan 2020 to Oct 2021
- Raymond James Financial Services, Inc.Jan 2020 to Apr 2021
- Fsc Securities CorpFeb 2017 to Dec 2019
- Brennan Wealth Advisors, LLCJan 2017 to Dec 2019
- UnemployedDec 2016 to Jan 2017
- Strategic Financial PlanningAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6142807
- Firm CRD
- 147363