Jacob Paul Mercier
Investment adviser representative at Caz Investments L.P.
12 yearsExperience
1 stateRegistered in
$10.8BFirm assets
25 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Caz Investments L.P.Oct 2025 to now
- F. L. Putnam Investment Management CompanyJan 2020 to Oct 2025
- John Hancock Distributors LLCSep 2019 to Jan 2020
- New York Life Insurance CoOct 2018 to Aug 2019
- Nylife Securities LLCOct 2018 to Jul 2019
- MML Investors ServicesSep 2018 to Sep 2018
- MassmutualAug 2018 to Sep 2018
- UnemployedMay 2018 to Aug 2018
- Lit AmherstSep 2017 to May 2018
- Priority Funding SolutionsMay 2017 to Sep 2017
- University of Massachusetts AmherstSep 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Caz Investments L.P.
$10.8BAssets managed
103Clients
26Advisers
25 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
- 7007529
- Firm CRD
- 113931