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John Matthew Snyder

Investment adviser representative at Mercer Global Advisors Inc.
14 yearsExperience
1 stateRegistered 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

14 years in the industry.

  1. Mercer Global Advisors Inc.Apr 2024 to now
  2. Royal Fund Management, LLC dba Jo-ann Holst Advis. dba Jh Advis.Nov 2019 to Mar 2024
  3. Jo-ann Holst Advisers, Inc.May 2019 to Mar 2024
  4. The Rye Consortium LimitedApr 2019 to Dec 2021
  5. CoalfireFeb 2018 to May 2019
  6. Westcon GroupJul 2012 to Feb 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

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
7201335
Firm CRD
147363
Advisor's SEC record (opens in a new tab)
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