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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jellig is an Investment Advisor Representative with Mercer Global Advisors Inc. Brian has been in the industry since 2017. Brian Jellig is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 securities licenses and the SIE. Brian Jellig has been registered with the state of California since 2021 and the state of Texas since 2023. Brian Jellig's previous experience includes a position with Edward Jones, where Brian was registered from 2017 to 2018. Brian Jellig currently works in the San Diego office of Mercer Global Advisors Inc. Brian Jellig is licensed to provide advisory services for individuals, businesses, and investment companies. Brian Jellig specializes in financial planning, pension consulting, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Mercer Global Advisors Inc. (San Diego CA)
CA
06/14/2017 - 06/10/2018
EDWARD JONES (ENCINITAS CA)
BOTH
Issued 07/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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