James Bondar
Investment adviser representative at Mercer Global Advisors Inc.
11 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
11 years in the industry.
- Mercer Global Advisors Inc.Mar 2026 to now
- Zacks Invesment Management, Inc.Jul 2025 to Mar 2026
- Sheltoncapital ManagementJul 2023 to Jul 2025
- Attic Bar and BistroOct 2022 to Jun 2023
- Laz ParkingJan 2022 to Sep 2022
- University of ColoradoJul 2021 to Jan 2022
- Jp's Pzza and GrillAug 2015 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7782712
- Firm CRD
- 147363