Stephen Nicholas-Jenson Bond

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

• 08/2011 → 10/2020
  Raymond James Financial Services, Inc.
  Portage, MI
• 10/2011 → 10/2020
  Sanford Financial Services
  Portage, MI
• 10/2011 → 05/2022
  Sanford Advisory Services
  Portage, MI
• 03/2012 → 10/2020
  Raymond James Financial Services Advisors Inc..
  Portage, MI
• 03/2017 → 07/2019
  Kalamazoo College
  Kalamazoo, MI
• 05/2022 → Present
  Mercer Global Advisors
  Portage, MI
• 04/2025 → Present
  Mercer Global Advisors
  Portage, MI

Previous Registrations

• 2012-05-09 → 2023-03-10
  Sanford Advisory
  Portage, MI
• 2012-03-08 → 2020-10-16
  Raymond James Financial Services Advisors, Inc
  Portage, MI

Exams

• S66 Uniform Combined State Law Examination
  2011-12-21

Designations

• Certified Financial Planner

Other Names

• Nick Bond