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Jesse Blalock Frehling

Mercer Global Advisors Inc.

Denver, CO

New York, NY

CRD 6438259

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-26
  • NY RA
    APPROVED
    Since 2025-08-26

Branch Locations

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

New York, NY • 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
Securities America Inc Highland NY 12/2014 02/2020
Focused Wealth Management, Inc. Highland NY 09/2015 02/2020
Altfest Personal Wealth Management New York NY 02/2020 08/2025
Mercer Global Advisors Inc. New York NY 08/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-25
  • S66 Uniform Combined State Law Examination
    2015-08-25

View on SEC IAPD

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Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO

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