Brandon Joseph White-szep
Investment adviser representative at Mercer Global Advisors Inc.
21 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
21 years in the industry.
- Mercer Global Advisors Inc.Jul 2026 to now
- Pekin Hardy StraussFeb 2026 to Jun 2026
- UnemployedOct 2025 to Feb 2026
- Brighton Jones LLC.Dec 2024 to Oct 2025
- Unemployed, Full Time Student, Career TransitionApr 2024 to Nov 2024
- Best Buy Co. Inc.Feb 2020 to Apr 2024
- Odom CorporationMay 2018 to Feb 2020
- Unemployed Career TransitionMar 2018 to May 2018
- Best Buy Co. Inc.Sep 2005 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8026709
- Firm CRD
- 147363