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Petra Chien

Mercer Global Advisors Inc.

Denver, CO

Newport Beach, CA

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-15
  • CA RA
    APPROVED
    Since 2026-01-15

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Investment Management, Inc Newport Beach CA 11/2017 07/2023
First Bank Wealth Management Beverly Hills CA 04/2015 10/2017
J.P. Morgan Securities Llc Newport Beach CA 11/2023 01/2026
Jpmorgan Chase Bank, Na. Newport Beach CA 07/2023 01/2026
Mercer Global Advisors Inc. Newport Beach CA 01/2026 Present
  • 11/2017 → 07/2023
    First Republic Investment Management, Inc
    Newport Beach, CA
  • 04/2015 → 10/2017
    First Bank Wealth Management
    Beverly Hills, CA
  • 11/2023 → 01/2026
    J.P. Morgan Securities Llc
    Newport Beach, CA
  • 07/2023 → 01/2026
    Jpmorgan Chase Bank, Na.
    Newport Beach, CA
  • 01/2026 → Present
    Mercer Global Advisors Inc.
    Newport Beach, CA
Previous Registrations
  • 2023-11-13 → 2026-01-05
    J.P. Morgan Securities Llc
    Newport Beach, CA
    Newport Beach, CA
    Newport Beach, CA
    New York, NY
    Newport Beach, CA
  • 2019-09-06 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    Newport Beach, CA
  • 2011-01-03 → 2011-04-20
    Wells Fargo Clearing Services, Llc
    El Segundo, CA
  • 2004-01-26 → 2011-01-03
    Wells Fargo Investments, Llc
    Pasadena, CA
    Pasadena, CA
    Los Angeles, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-08
  • S66 Uniform Combined State Law Examination
    2024-01-08
Designations

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
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