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Jessica Ann Marie Caruso

Mercer Global Advisors Inc.

Bellevue, WA

San Francisco, CA

Walnut Creek, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-06-10
TX RA APPROVED 2023-09-05
CA RA APPROVED 2011-10-03
  • OR RA
    APPROVED
    Since 2024-06-10
  • TX RA
    APPROVED
    Since 2023-09-05
  • CA RA
    APPROVED
    Since 2011-10-03

Branch Locations

10655 Ne Fourth Street Suite 810, Bellevue, WA 98118 • United States

235 Montgomery Street Suite 1020, San Francisco, CA 94104 • United States

100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • 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
Mercer Global Advisors Inc. San Francisco CA 09/2015 09/2018
Mercer Global Advisors Inc San Francisco CA 09/2021 01/2023
Meercer Global Advisors Inc. San Francisco CA 03/2021 09/2021
Mercer Global Advisors, Inc San Francisco CA 10/2020 03/2021
Mercer Global Advisors, Inc San Francisco CA 09/2018 10/2020
Mercer Global Advisors Inc. San Francisco CA 01/2023 11/2023
Mercer Global Advisors Inc. San Francisco CA 11/2023 01/2026
Mercer Global Advisors Inc. San Francisco CA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-10
  • S65 Uniform Investment Adviser Law Examination
    2008-03-10
Designations
Other Names
  • Jessica Ransom
  • Jessica Ann Marie Ransom
  • Jessica Ann Marie Ransom

View on SEC IAPD

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