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Joshua Michael Deforest

Mercer Global Advisors Inc.

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About Joshua Michael Deforest

Joshua Michael DeForest is an Investment Advisor Representative at Mercer Global Advisors Inc. Joshua has been in the industry since at least August 2014 and holds a Series 65 license. Joshua has been registered with the state of Arizona since March 2011, the state of California since October 2013, and the state of Washington since August 2014. Joshua is also a Certified Financial Planner and a Chartered Financial Analyst. Mercer Global Advisors Inc. is a registered investment advisor with over $45 billion in assets under management. The firm offers a wide range of investment advisory services, including financial planning, portfolio management, and estate planning.

Firm Information

Joshua Deforest 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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Joshua Deforest’s Registration & Firm History

WA

08/18/2014 - Present

Mercer Global Advisors Inc. (Bellevue WA)

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Licenses & Designations

IA

Issued 09/02/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Michael Deforest.
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