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Jason Scott Sobolik

Mercer Global Advisors Inc.

Onalaska, WI

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-29
MN RA APPROVED 2022-09-19
WI RA APPROVED 2019-01-25
  • IL RA
    APPROVED
    Since 2024-01-29
  • MN RA
    APPROVED
    Since 2022-09-19
  • WI RA
    APPROVED
    Since 2019-01-25

Branch Locations

1837 E. Main Street, Onalaska, WI 54650 • 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
Financial & Investment Management Group, Ltd. Onalaska WI 08/2007 05/2019
Mercer Global Advisors Inc. Onalaska WI 12/2018 05/2019
Mercer Global Advisors Inc. Onalaska WI 05/2019 03/2021
Mercer Global Advisors Inc. Onalaska WI 03/2021 09/2023
Mercer Global Advisors Inc Onalaska WI 09/2023 Present
Previous Registrations
  • 2008-03-11 → 2019-05-22
    Fim Group
    Onalaska, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-01-22
S65 Uniform Investment Adviser Law Examination 2007-11-14
  • S63 Uniform Securities Agent State Law Examination
    2008-01-22
  • S65 Uniform Investment Adviser Law Examination
    2007-11-14
Designations

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
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FIDUCIARY FINANCIAL PLANNING NETWORK
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
EQUITABLE ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

CLIFFORD RAY WARDEN
Joel Phillip Dettwiler
Joseph Michael Lewis
LUCAS EDWARD SCHWALLER
JEFFREY MELVIN LOKKEN
BENJAMIN WILLIAM KAUTZ
Haana Brumder Frank
Timothy James Bramlett

Other Offices

CETERA INVESTMENT ADVISERS LLC · ONALASKA, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Onalaska, WI
INTERACTIVE FINANCIAL ADVISORS · Onalaska, WI
FIDUCIARY FINANCIAL PLANNING NETWORK · ONALASKA, WI
EDWARD JONES · ONALASKA, WI
EDWARD JONES · ONALASKA, WI
U.S. BANCORP ADVISORS, LLC · Onalaska, WI
EQUITABLE ADVISORS, LLC · ONALASKA, WI

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