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Inactive

Jacob C Mercer

Mariner

Brentwood, MO

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-09-08
  • MO RA
    APPROVED
    Since 2023-09-08

Branch Locations

1401 S Brentwood Blvd Suite 300, Brentwood, MO 63144 • 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
Fidelity Brokerage Services Westlake TX 08/2009 10/2016
Ef Leagacy Securities, Llc Henrico VA 10/2016 10/2018
Edelman Financial Services, Llc Fairfax VA 10/2016 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 09/2023
Mariner Wealth Advisors Overland Park KS 09/2023 Present
  • 08/2009 → 10/2016
    Fidelity Brokerage Services
    Westlake, TX
  • 10/2016 → 10/2018
    Ef Leagacy Securities, Llc
    Henrico, VA
  • 10/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → 09/2023
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 09/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2018-11-01 → 2023-10-05
    Edelman Financial Engines
    Clayton, MO
    St. Louis, MO
  • 2016-10-31 → 2018-11-01
    Edelman Financial Services, Llc
    Clayton, MO
    Clayton, MO
    Fairfax, VA
  • 2010-07-28 → 2016-10-10
    Strategic Advisers Llc
    Westlake, TX
    Broomfield, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-27
S63 Uniform Securities Agent State Law Examination 2009-02-05
  • S66 Uniform Combined State Law Examination
    2010-07-27
  • S63 Uniform Securities Agent State Law Examination
    2009-02-05
Other Names
  • Jacob Clifford Mercer

View on SEC IAPD

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CIBC PRIVATE WEALTH ADVISORS, INC.

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TYLER CAMPO
Lance Douglas Lehmann
Kevin Lisch
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STEVEN GREGORY ROTELLO

Other Offices

BRADY FAMILY WEALTH, LLC · SAINT LOUIS, MO
ESSEX RIDGE CAPITAL GROUP, LLC · ST. LOUIS, MO
MOSAIC WEALTH · ST. LOUIS, MO
VISIONARY WEALTH ADVISORS, LLC · ST. LOUIS, MO
ZEMENICK & WALKER INC · ST LOUIS, MO
EDWARD JONES · BRENTWOOD, MO
LPL FINANCIAL LLC · ST. LOUIS, MO
MARINER · Brentwood, MO

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