Jennifer Galindo King

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

• 06/2014 → 02/2018
  Bb&T Bank
  Jacksonville, FL
• 06/2014 → 02/2018
  Bbtis
  Charlotte, NC
• 01/2018 → 02/2018
  Bb&T Securities, Llc
  Saint Augustine, FL
• 03/2018 → 11/2023
  Paragon Wealth Strategies, Llc
  Jacksonville, FL
• 12/2023 → Present
  Mercer Global Advisors
  Ponte Vedra Beach, FL

Previous Registrations

• 2018-03-21 → 2024-02-06
  Paragon Wealth Strategies, Llc.
  Jacksonville, FL
• 2018-01-02 → 2018-03-01
  Bb&T Securities, Llc
  Saint Augustine, FL
  Charlotte, NC
• 2014-07-22 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Jacksonville, FL
  Saint Augustine, FL
• 2012-08-02 → 2014-01-30
  Waddell & Reed
  Jacksonville, FL
• 2010-01-05 → 2012-02-28
  Equitable Advisors, Llc
  Jacksonville, FL
• 2006-10-16 → 2009-06-09
  Truist Investment Services, Inc.
  Jacksonville, FL
  Jacksonville, FL
• 2003-07-15 → 2004-04-29
  Pruco Securities, Llc.
  Jacksonville, FL

Other Businesses

Bartram Trail High School Air Force JROTC Booster Board; non investment-related; 7399 Longleaf Pine Pkwy, St. Johns, FL 32259; Parent Booster group to support the cadets of the Bartram Trail High School Air Force JROTC; Treasurer; 07/2023; 10 hrs/month; Duties include maintaining bank accounts and ledger for activities.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-12

Designations

• Certified Financial Planner

Other Names

• Jennifer Galindo
• Jenn Galindo King