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Jason C Bivin

Mercer Global Advisors Inc.

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About Jason C Bivin

Jason Bivin is a financial advisor with Mercer Global Advisors Inc., a firm with offices in Denver, CO and Ponca City, OK. Jason has been in the financial services industry since March 2008. Jason has a Series 7 and Series 66 license and is registered with the state of Oklahoma and Texas. Jason provides a range of financial services including portfolio management, financial planning, pension consulting, tax return preparation, estate planning, and consultation.

Firm Information

Jason Bivin 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Jason Bivin’s Registration & Firm History

CO

07/29/2022 - Present

Mercer Global Advisors Inc. (DENVER CO)

OK

03/14/2008 - 12/20/2016

SAGEPOINT FINANCIAL, INC. (PONCA CITY OK)

AZ

05/30/2003 - 12/31/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 05/16/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason C Bivin.
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