linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey E Blum

Mercer Global Advisors Inc.

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

About Jeffrey E Blum

Jeffrey E Blum is a financial advisor with Mercer Global Advisors Inc. Jeffrey has been working in the financial industry for over 12 years. Jeffrey is licensed to provide investment advice in California. Jeffrey's previous experience includes roles at American Funds Distributors, Inc. and AllianceBernstein Investments, Inc.

Firm Information

Jeffrey Blum 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.

Jeffrey Blum’s Registration & Firm History

CO

11/28/2023 - Present

Mercer Global Advisors Inc. (DENVER CO)

CA

06/10/2016 - 08/02/2023

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

NY

04/24/2012 - 05/06/2016

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

Not sure if Jeffrey E Blum is right for you?

Licenses & Designations

IA

Issued 11/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2013

Series 31 - Futures Managed Funds Examination

BC

Issued 04/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey E Blum.
Not sure if Jeffrey E Blum is right for you?