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Jamie Frances Block

Mercer Global Advisors Inc.

Fairport, NY

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-08-23
NY RA APPROVED 2021-08-31
TX RA APPROVED 2017-09-28
  • NH RA
    APPROVED
    Since 2023-08-23
  • NY RA
    APPROVED
    Since 2021-08-31
  • TX RA
    APPROVED
    Since 2017-09-28

Branch Locations

375 Woodcliff Drive Suite 1C, Fairport, NY 14450 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Wealth Design Services, Inc. Rochester NY 01/2008 09/2017
Mercer Global Advisors Inc. Rochester NY 09/2017 04/2020
Mercer Global Advisors Inc. Rochester NY 04/2020 03/2021
Mercer Global Advisors Inc. Rochester NY 03/2021 01/2024
Mercer Global Advisors Inc. Rochester NY 01/2024 12/2025
Mercer Global Advisors Inc. Rochester NY 01/2026 Present
Designations
Other Names
  • Jamie Block

View on SEC IAPD

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