Justin Michael Shane
Investment adviser representative at Mercer Global Advisors Inc.
11 yearsExperience
2 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
11 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Mercer Global Advisors, Inc.Apr 2022 to Dec 2025
- Mercer Global Advisors, Inc.Apr 2021 to Mar 2022
- Mercer Global Advisors Inc.Oct 2018 to Mar 2021
- Mercer Global Advisors Inc.Sep 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6201204
- Firm CRD
- 147363