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Jennifer Galindo King

Mercer Global Advisors Inc.

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About Jennifer Galindo King

Jennifer Galindo King is an investment advisor representative associated with Mercer Global Advisors Inc., registered with the Securities and Exchange Commission (SEC) and FINRA. Jennifer has experience in the financial industry, having worked with firms such as BB&T Securities, LLC, BB&T Investment Services, Inc., Waddell & Reed, Inc., AXA Advisors, LLC, SunTrust Investment Services, Inc., Capital Analysts, Incorporated, and Pruco Securities, LLC. Jennifer holds the Series 6, 7, 24, 26, and 66 licenses and has a Certified Financial Planner designation. Jennifer is currently registered with the state of Florida, New Hampshire, and Texas. Jennifer also provides trust services, estate planning, tax return preparation, and consultation.

Firm Information

Jennifer King 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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Jennifer King’s Registration & Firm History

CO

12/06/2023 - Present

Mercer Global Advisors Inc. (DENVER CO)

FL

01/02/2018 - 03/01/2018

BB&T SECURITIES, LLC (SAINT AUGUSTINE FL)

FL

07/18/2014 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)

FL

07/31/2012 - 01/30/2014

WADDELL & REED, INC. (JACKSONVILLE FL)

FL

12/17/2009 - 02/28/2012

AXA ADVISORS, LLC (JACKSONVILLE FL)

FL

09/25/2006 - 06/09/2009

SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)

FL

10/07/2004 - 08/08/2006

CAPITAL ANALYSTS, INCORPORATED (JACKSONVILLE FL)

NJ

01/16/2001 - 04/29/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 10/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/10/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/15/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Galindo King.
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