Joanna Jen-Wen Geier

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

• 08/2019 → 03/2023
  Mercer Global Advisors Inc.
  Schaumburg, IL
• 03/2023 → 03/2024
  Mercer Global Advisors Inc.
  Schaumburg, IL
• 03/2024 → Present
  Mercer Global Advisors Inc.
  Schaumburg, IL
• 07/2010 → 07/2019
  Jackson Financial Management
  Costa Mesa, CA

Other Businesses

1. Tomson Rehab; Not investment-related; 771 Dakota Drive, Woodstock, IL 60098; Physical therapy; Consultant; 06/01/2023; 8 hrs. per month; Data entry for physical therapy visits.

Designations

• Certified Financial Planner

Other Names

• Joanna Jen-Wen Hsu