linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Walter Gee

Mercer Global Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Walter Gee

Jacob Walter Gee is a financial advisor with Mercer Global Advisors Inc. based in Denver, Colorado. Jacob is a Certified Financial Planner and has been in the industry since 2013. Jacob has a Series 6, Series 65, and SIE licenses and has previously worked with AssetMark Brokerage, LLC. Jacob specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Jacob also offers educational seminars, publication of periodicals, and selection of other advisors.

Firm Information

Jacob Gee is currently registered with Mercer Global Advisors Inc.. Mercer Global Advisors Inc. is an investment advisor registered with the SEC. They provide a variety of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have approximately $1 billion to $10 billion in assets under management and serve over 28,000 clients. Their main office is located in Denver, Colorado.
Mercer Global Advisors Inc.

1200 17TH STREET

DENVER, CO 80202

$45.35B

Assets Under Management

Not reported

Total Clients

444

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

trust services, estate planning, tax return preparation, consultation

Trust services, estate planning, tax return preparation, consultation

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Gee’s Registration & Firm History

CO

08/22/2022 - Present

Mercer Global Advisors Inc. (DENVER CO)

CA

12/14/2018 - 01/18/2019

ASSETMARK BROKERAGE, LLC (CONCORD CA)

Not sure if Jacob Walter Gee is right for you?

Licenses & Designations

IA

Issued 03/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Walter Gee.
Not sure if Jacob Walter Gee is right for you?