Max Jackson Rhodes
Investment adviser representative at Mercer Global Advisors Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Mercer Global Advisors Inc.Jun 2025 to now
- Full Sail Capital, LLCFeb 2018 to Jun 2025
- Trust Company of OklahomaJan 2017 to Feb 2018
- Resolution Legal GroupNov 2013 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 6967233
- Firm CRD
- 147363