James Allen Bossieux

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 12/2016
  Vanguard Marketing Corporation
  Andover, MA
• 12/2016 → 10/2022
  The Vanguard Group, Inc.
  Andover, MA
• 10/2022 → 04/2026
  Charter Oak Capital Management
  Portsmouth, NH
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Andover, MA

Previous Registrations

• 2022-10-19 → 2026-08-26
  Charter Oak Capital Management
  Portsmouth, NH
• 2009-11-09 → 2009-12-31
  Evergreen Investment Management Co
  Boston, MA
• 2005-04-01 → 2007-03-23
  Bofa Advisors, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-04
• S66 Uniform Combined State Law Examination
  2005-03-30
• S63 Uniform Securities Agent State Law Examination
  2000-10-05

Designations

• Certified Financial Planner

Other Names

• James Bossieux