Jack Austin Kelley
Investment adviser representative at Mercer Global Advisors Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Mercer Global Advisors Inc.Jan 2025 to now
- Dimensional Fund AdvisorsJun 2023 to Dec 2024
- Edward JonesNov 2021 to May 2023
- MML Investors Services, LLCJul 2021 to Sep 2021
- Massmutual Life Insurance CoJun 2021 to Sep 2021
- Thrivent Investment Management IncApr 2021 to May 2021
- Accenture, PlcJun 2019 to Jun 2021
- Southern Methodist UniversityAug 2018 to May 2019
- Medcon Medical ServicesDec 2017 to Aug 2018
- Georgetown Rail Equipment, GrexMay 2017 to Aug 2017
- Texas Tech UniversityJan 2015 to Dec 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7364164
- Firm CRD
- 147363