Jacob Walter Gee
Investment adviser representative at Mercer Global Advisors Inc.
13 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
13 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Mercer Global Advisors Inc.Jan 2019 to Dec 2025
- Assetmark Brokerage, LLCSep 2018 to Jan 2019
- Assetmark Financial, Inc.May 2018 to Jan 2019
- Aerotek (contractor At Assetmark)Dec 2017 to May 2018
- Panda ExpressAug 2017 to Nov 2017
- UnemployedMay 2017 to Aug 2017
- Westmont CollegeAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7015016
- Firm CRD
- 147363