Thomas Jordan Holland

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

• 06/2010 → 12/2025
  Fidelity Brokerage Services
  Westlake, TX
• 07/2018 → 12/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 12/2025
  Fidelity Investments
  Boston, MA
• 12/2025 → Present
  Mercer Global Advisors Inc.
  Richmond, TX

Previous Registrations

• 2025-03-31 → 2025-12-17
  Strategic Advisers Llc
  Richmond, TX
  Houston, TX
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Richmond, TX
  Houston, TX
• 2017-01-04 → 2018-07-13
  Strategic Advisers Llc
  Albuquerque, NM
  Friendswood, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-04-01

Designations

• Certified Financial Planner

Other Names

• Thomas Holland