Juan Yago Samperio Suarez

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

• 01/2016 → 03/2018
  Charles Schwab & Co., Inc.
  Austin, TX
• 04/2019 → 11/2023
  Jp Morgan Chase Bank, N.A.
  Aventura, FL
• 04/2019 → 11/2023
  Jp Morgan Securities, Llc
  Aventura, FL
• 04/2018 → 04/2019
  Charles Schwab & Co, Inc.
  Coral Gables, FL
• 11/2023 → 11/2025
  Mariner Wealth Advisors
  Overland Park, KS
• 11/2025 → Present
  Mercer Global Advisors Inc.
  Boca Raton, FL

Previous Registrations

• 2023-12-11 → 2025-11-11
  Mariner
  Orlando, FL
• 2019-05-14 → 2023-11-02
  J.P. Morgan Securities Llc
  Aventura, FL
  Miami Beach, FL
  Miami, FL
  Aventura, FL
  North Miami Beach, FL
  Miami, FL
  Doral, FL
  Miami, FL
• 2018-07-09 → 2019-04-29
  Charles Schwab & Co., Inc.
  Austin, TX
  Coral Gables, FL

Other Businesses

1. Real Estate Rental Property; Investment-related; Menorca, Spain; Rental Property; Owner; 11/2020; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; Property Owner.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-06
• S63 Uniform Securities Agent State Law Examination
  2016-05-25

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Juan Yago Samperio