Emma Rose schumann Jones
Investment adviser representative at Mercer Global Advisors Inc.
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Mercer Global Advisors Inc.Dec 2023 to now
- Paragon Wealth Strategies, LLCJul 2021 to Nov 2023
- JcpennyAug 2020 to Nov 2020
- Mellen Money ManagementMay 2020 to Jul 2020
- Ksu Housing & Dining ServicesJan 2019 to Dec 2019
- TeameffortMay 2018 to Jul 2019
- Ksu English DepartmentJan 2018 to Dec 2019
- Ksu Housing & Dining ServicesOct 2017 to May 2018
- Kansas State UniversityAug 2017 to May 2021
- Andover YmcaAug 2015 to Aug 2017
- Andover Central High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, NH, 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
- 7404701
- Firm CRD
- 147363