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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
| CA | RA | APPROVED | 2019-10-07 |
Branch Locations
620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Financial Management | Costa Mesa | CA | 03/1999 | 03/2020 |
| Mercer Global Advisors Inc. | Costa Mesa | CA | 08/2019 | Present |
1)MR. SHANTON IS A MEMBER OF GROWTH POINT, LLC. GROWTH POINT, LLC, IS THE OWNER OF THE PROPERTY THAT WHERE MERCER GLOBAL ADVISORS, COSTA MESA BRANCH IS LOCATED. MR. SHANTON DEVOTES NONE OF HIS TIME TO THIS NON-INVESTMENT RELATED ACTIVITY DURING TRADING HOURS. 2)MR. SHANTON IS A BOARD MEMBER OF PREMIER CHRISTIAN EDUCATION GROUP, A NON-PROFIT ORGANIZATION IN SAN JUAN CAPISTRANO, CA. MR. SHANTON DEVOTES 5-10% OF HIS TIME RELATED TO THIS ACTIVITY. THIS ACTIVITY IS NOT INVESTMENT RELATED. 3)MR. SHANTON IS A MANAGING MEMBER OF ENHANCED INSURANCE SERVICES LLC, AN INSURANCE SALES COMPANY IN COSTA MESA, CA. ENHANCED INSURANCE SERVICES LLC DOES BUSINESS AS "ADVANCED DESIGN INSURANCE SERVICES" IN CALIFORNIA. MR. SHANTON IS A LICENSED INSURANCE AGENT AND MAY RECOMMEND THE PURCHASE OF CERTAIN INSURANCE-RELATED PRODUCTS ON A COMMISSION BASIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-07 |
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