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Jon David Kennedy

Mercer Global Advisors Inc.

Minneapolis, MN

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
CA RA APPROVED 2024-11-15
MN RA APPROVED 2024-11-15
TX RA APPROVED 2024-11-15
  • CA RA
    APPROVED
    Since 2024-11-15
  • MN RA
    APPROVED
    Since 2024-11-15
  • TX RA
    APPROVED
    Since 2024-11-15

Branch Locations

600 South Highway 169 Suite 1945, Minneapolis, MN 55426 • 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
Waypoint Capital Advisors, Llc Plymouth MN 04/2015 11/2024
Mercer Global Advisors Inc. Minneapolis MN 11/2024 09/2025
Mercer Global Advisors Inc. Minneapolis MN 09/2025 12/2025
Mercer Global Advisors Inc. Minneapolis MN 01/2026 Present
Previous Registrations
  • 2015-05-08 → 2025-01-08
    Waypoint Capital Advisors, Llc
    Plymouth, MN
    Minneapolis, MN
    Minneapolis, MN
    Minneapolis, MN
  • 2013-11-13 → 2015-04-29
    Meristem Family Wealth
    Minnetonka, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-11-23
  • S63 Uniform Securities Agent State Law Examination
    2004-11-23
Designations
Other Names
  • Jonathan David Kennedy

View on SEC IAPD

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