Garrett James Parker

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

• 01/2015 → 07/2017
  Fidelity Brokerage Services Llc
  American Fork, UT
• 09/2017 → 11/2017
  Edward Jones
  Hillsborough, OR
• 07/2017 → 09/2017
  Unemployed
  Beaverton, OR
• 11/2017 → 12/2017
  Amazon
  Hillsboro, OR
• 01/2018 → 03/2020
  Lpl Financial, Llc
  Beaverton, CA
• 02/2018 → 04/2021
  Financial Advocates Investment Management
  Beaverton, OR
• 01/2018 → 07/2022
  Capitol Family Office, Inc.
  Beaverton, OR
• 12/2020 → 07/2022
  Capitol Family Office, Inc.
  Beaverton, OR
• 08/2022 → Present
  Mercer Global Advisors Inc
  Henderson, NV

Previous Registrations

• 2021-01-31 → 2022-07-27
  Capitol Family Office, Inc.
  Beaverton, OR
• 2018-02-22 → 2021-04-01
  Financial Advocates Investment Management
  Beaverton, OR
  Olympia, WA
• 2017-10-09 → 2017-11-13
  Edward Jones
  Sandy, UT
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-10-06
• S63 Uniform Securities Agent State Law Examination
  2015-03-09

Designations

• Certified Financial Planner