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Jeffrey E Blum

Mercer Global Advisors Inc.

Reno, NV

Denver, CO

Belvedere, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-06-25
CA RA APPROVED 2023-11-28
  • NV RA
    APPROVED
    Since 2026-06-25
  • CA RA
    APPROVED
    Since 2023-11-28

Branch Locations

5470 Kietzke Lane Office #116 Suite 300, Reno, NV 89511 • United States

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

Belvedere, CA • 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
American Funds Distributors Los Angeles CA 06/2016 07/2023
Mercer Global Advisors Inc. Belvedere CA 07/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-28
S63 Uniform Securities Agent State Law Examination 2013-05-03
  • S65 Uniform Investment Adviser Law Examination
    2023-11-28
  • S63 Uniform Securities Agent State Law Examination
    2013-05-03
Other Names
  • Jeffrey Blum

View on SEC IAPD

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