John Taylor Walker

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

• 03/2013 → 02/2018
  Citizens Bank
  Paoli, PA
• 03/2013 → 02/2018
  Cco Investment Services
  Paoli, PA
• 03/2018 → 12/2021
  Andrew Garrett Inc
  New York, NY
• 02/2018 → 12/2021
  Cordasco Financial Network, Inc.
  Naples, FL
• 09/2019 → 12/2021
  Wisdom Planning, Llc
  Naples, FL
• 01/2022 → Present
  Mercer Global Advisors Inc.
  Southampton, PA

Previous Registrations

• 2018-06-14 → 2022-07-12
  Cordasco Financial Network, Inc.
  Naples, FL
  Southampton, PA
  Philadelphia, PA
• 2019-10-24 → 2021-01-04
  Wisdom Planning, Llc
  Naples, FL
  Haddonfield, NJ
• 2014-10-23 → 2018-02-16
  Citizens Securities, Inc.
  Paoli, PA
  Plymouth Meeting, PA
  Conshohocken, PA
  Stamford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-09
• S63 Uniform Securities Agent State Law Examination
  2007-10-10

Other Names

• John Walker
• John Taylor Walker
• John Taylor Walker