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Jeffrey William Kacal

Mercer Global Advisors Inc.

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About Jeffrey William Kacal

Jeffrey Kacal is a financial advisor at Mercer Global Advisors Inc. in Houston, TX. Jeffrey has been a registered investment advisor since 2000. Jeffrey has experience in investment advisory services, financial planning, and pension consulting. Jeffrey has passed the Series 7, Series 26 and Series 66 examinations. Jeffrey is also a Certified Financial Planner.

Firm Information

Jeffrey Kacal 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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Jeffrey Kacal’s Registration & Firm History

TX

07/03/2008 - Present

Mercer Global Advisors Inc. (Houston TX)

TX

04/28/2005 - 03/22/2007

LINSCO/PRIVATE LEDGER CORP. (HOUSTON TX)

NJ

01/26/2000 - 04/28/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 02/04/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey William Kacal.
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