Gary Gunsalus

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

• 10/2012 → 10/2016
  Jpmorgan Securities Llc
  Scottsdale, AZ
• 05/2012 → 10/2016
  Jpmorgan Chase Bank Na
  Scottsdale, AZ
• 10/2016 → 11/2019
  Ubs Financial Services Inc
  Phoenix, AZ
• 02/2022 → 03/2025
  Jpmorgan Chase Bank Na
  Tempe, AZ
• 01/2020 → 02/2022
  Jpmorgan Securities Llc
  Scottsdale, AZ
• 12/2019 → 12/2019
  Unemployed
  Gilbert, AZ
• 05/2025 → Present
  Mercer Global Advisors Inc.
  Gilbert, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-18
• S63 Uniform Securities Agent State Law Examination
  2012-11-29

Other Names

• Gary Geoffry Gunsalus