Thomas Joseph Azoury

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

• 07/2011 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 01/2012 → 07/2018
  Bank Of America, N.A.
  Walnut Creek, CA
• 07/2018 → 02/2022
  Jp Morgan Securities, Llc
  Santa Barbara, CA
• 07/2018 → 02/2022
  Jp Morgan Chase Bank, N.A.
  Santa Barbara, CA
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Santa Barbara, CA
• 02/2022 → 03/2026
  Salesforce, Inc.
  Santa Barbara, CA

Previous Registrations

• 2018-07-17 → 2022-04-02
  J.P. Morgan Securities Llc
  Santa Barbara, CA
  Camarillo, CA
  Thousand Oaks, CA
  Ventura, CA
  Santa Paula, CA
  Santa Barbara, CA
  Simi Valley, CA
  Goleta, CA
  Newbury Park, CA
  Simi Valley, CA
  Simi Valley, CA
  Thousand Oaks, CA
  Camarillo, CA
  Ventura, CA
  Port Hueneme, CA
  Camarillo, CA
  Ventura, CA
  Oxnard, CA
  Thousand Oaks, CA
  Ojai, CA
  Ventura, CA
  Simi Valley, CA
  Newbury Park, CA
  Moorpark, CA
  Oxnard, CA
  Oxnard, CA
  Santa Barbara, CA
  Santa Barbara, CA
  Santa Barbara, CA
  Goleta, CA
  Carpinteria, CA
  Oxnard, CA
  Simi Valley, CA
  Camarillo, CA
  Santa Barbara, CA
  Montecito, CA
• 2011-11-10 → 2018-07-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Belmont, CA
  Palo Alto, CA
  Sunnyvale, CA
  San Mateo, CA
  Burlingame, CA
  Palo Alto, CA
  Livermore, CA

Other Businesses

1. Rental Property; Investment-related; Santa Barbara, CA; Rental property; Owner/Landlord; 02/2017; 10 hours per month; Less than 1 hour per month during securities trading hours; Owner and landlord of a rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-14
• S66 Uniform Combined State Law Examination
  2011-11-09

Other Names

• Tommy Joseph Azoury
• Thomas Joseph Azoury
• Thomas J Azoury