James J Kennedy
Investment adviser representative at Mercer Global Advisors Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Mercer Global Advisors Inc.Feb 2025 to now
- James' Lawn ServiceJun 2015 to now
- Northwestern Mutual Investment Services LLCJul 2024 to Nov 2024
- Mhoc, LLCMay 2024 to Nov 2024
- Pks Advisory ServicesDec 2021 to Apr 2024
- Purshe Kaplan Sterling Investments, IncDec 2021 to Apr 2024
- Greenbusch Financial GroupDec 2020 to Oct 2021
- American Portfolios Financial Services, Inc.Jan 2020 to Oct 2021
- Wells Fargo Clearing Services LLCJul 2018 to Oct 2020
- UnemployedFeb 2018 to Jul 2018
- Goldman SachsJul 2016 to Feb 2018
- The Ayco Company LPJul 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6697868
- Firm CRD
- 147363