John Paul Bradley

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

• 06/2015 → 09/2019
  Pnc Investments Llc
  Concordville, PA
• 04/2021 → 12/2022
  Wells Fargo Clearing Services, Llc
  West Chester, PA
• 04/2021 → 12/2022
  Wells Fargo Bank, Na
  West Chester, PA
• 09/2019 → 04/2021
  Unemployed
  Mont Clare, PA
• 01/2023 → 06/2024
  Mercer Global Advisors Inc.
  Mont Clare, PA
• 07/2024 → 05/2026
  Mercer Global Advisors Inc.
  Mont Clare, PA
• 06/2026 → Present
  Mercer Global Advisors Inc.
  Radnor, PA

Previous Registrations

• 2021-05-28 → 2023-01-11
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  West Chester, PA
• 2015-06-16 → 2019-09-17
  Pnc Wealth Management Llc
  Glen Mills, PA
  East Bradford, PA
  Wilmington, DE
  Claymont, DE
  Wilmington, DE
  Kennett Square, PA
  Media, PA
  Media, PA
• 2013-04-17 → 2014-12-26
  Citizens Securities, Inc.
  West Chester, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-10
• S63 Uniform Securities Agent State Law Examination
  2005-01-08

Designations

• Certified Financial Planner

Other Names

• John Paul Bradley
• John Paul Bradley
• John-Paul Bradley
• Johnpaul Bradley