Stephen Francis Jacobson
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.Jun 2026 to now
- Verdence Capital Advisors, LLCJun 2024 to May 2026
- Sullivan and CompanyApr 2024 to May 2024
- UnemployedJan 2024 to Mar 2024
- Andersen Tax LLCDec 2022 to Jan 2024
- Mason Securities, Inc.Jun 2018 to Dec 2022
- Liberty UniversityJan 2018 to May 2018
- Brown and Edwards CpaJan 2018 to Mar 2018
- Aht Insurance CompanyAug 2017 to Dec 2017
- Liberty UniversityAug 2017 to Dec 2017
- Two Men and a TruckMay 2017 to Aug 2017
- Liberty UniversityJan 2017 to May 2017
- Two Men and a Truck InternationalNov 2016 to Feb 2017
- Mosaic Sales SolutionsAug 2016 to Jan 2017
- Liberty UniversityAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6962687
- Firm CRD
- 147363