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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jeffrey Bilberry is a financial advisor with over 16 years of experience in the industry. John is currently a Senior Wealth Advisor at Mercer Global Advisors Inc., where John provides financial advice and planning for clients. John also has a previous registration with A.G. Edwards & Sons, Inc. John holds the Series 7, Series 66, Series 24 and SIE licenses. John is a Certified Financial Planner. John is registered to provide investment advisory services in Arkansas, California, Colorado, Florida, Kansas, Louisiana, Missouri, and Texas. John has over 40 hours per week of involvement with Heim, Young & Associates Inc., where John provides brokerage services for clients of the Mercer Advisors Inc. affiliated Broker Dealer.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
02/21/2023 - Present
Mercer Global Advisors Inc. (Springfield MO)
MO
10/10/2006 - 11/15/2007
A. G. EDWARDS & SONS, INC. (SPRINGFIELD MO)
BOTH
Issued 10/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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