Christopher Gomez

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

• 01/2013 → 08/2017
  Us Bank
  Santa Monica, CA
• 10/2015 → 08/2017
  U.S. Bancorp Investments, Inc.
  Santa Monica, CA
• 08/2017 → 09/2020
  E*Trade Securities Llc
  Torrance, CA
• 08/2017 → 09/2020
  E*Trade Capital Management Llc
  Torrance, CA
• 09/2020 → 03/2021
  E*Trade Securities Llc
  Rolling Hills, CA
• 09/2020 → 03/2021
  E*Trade Capital Management Llc
  Rolling Hills, CA
• 03/2021 → 11/2021
  Ep Wealth Advisors
  Torrance, CA
• 12/2021 → 07/2022
  E*Trade Securities Llc
  Rolling Hills, CA
• 12/2021 → 07/2022
  E*Trade Capital Management Llc
  Rolling Hills, CA
• 01/2020 → 06/2021
  Southern New Hampshire University
  Manchester, NH
• 07/2022 → 05/2025
  Fidelity Investments
  Santa Monica, CA
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 06/2025 → Present
  Mercer Global Advisors Inc.
  Los Angeles, CA

Previous Registrations

• 2025-03-31 → 2025-06-12
  Strategic Advisers Llc
  Santa Monica, CA
  Torrance, CA
  Boston, MA
• 2022-08-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Santa Monica, CA
• 2021-12-16 → 2022-08-03
  Harrisdirect Llc
  Rolling Hills, CA
  Arlington, VA
• 2021-06-16 → 2021-11-12
  Ep Wealth Advisors
  Torrance, CA
• 2017-08-21 → 2021-03-10
  Harrisdirect Llc
  Torrance, CA
  Arlington, VA
  Rolling Hills, CA
  Los Angeles, CA

Other Businesses

1. Life, Accident & Health or Sickness, and Variable Life and Variable Annuity Insurance Licenses; Investment-related; Torrance, CA; Active insurance licenses; Insurance Producer; 11/2022; Less than 1 hour per month; 0 hours per month during securities trading hours; Holds active insurance licenses.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-21
• S63 Uniform Securities Agent State Law Examination
  2016-01-15

Designations

• Certified Financial Planner

Other Names

• Christopher Jordan Gomez
• Christopher J Gomez