Jesse Cole Schenck
Investment adviser representative at Mercer Global Advisors Inc.
10 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
10 years in the industry.
- Mercer Global Advisors Inc.Apr 2022 to now
- Convergent Wealth ManagementJun 2020 to Mar 2022
- TD AmeritradeJun 2018 to May 2020
- UnemployedJan 2018 to Jun 2018
- Springfree TrampolineSep 2017 to Jan 2018
- Grace Outreach CenterJan 2017 to Aug 2017
- Springfree TrampolineSep 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 6958045
- Firm CRD
- 147363