Jason C Kronstad

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

• 04/2018 → 06/2022
  M Financial Group
  Portland, OR
• 06/2017 → 09/2017
  M Financial Group
  Portland, OR
• 09/2014 → 03/2018
  University Of Washington
  Seattle, WA
• 06/2024 → Present
  Mercer Global Advisors Inc.
  Seattle, WA
• 07/2022 → 05/2024
  Parametric Portfolio Associates
  Seattle, WA
• 08/2021 → 12/2022
  Purdue University
  West Lafayette, IN

Previous Registrations

• 2019-05-31 → 2022-10-14
  M Financial Asset Management, Inc.
  Portland, OR
• 2018-05-21 → 2022-06-22
  M Holdings Securities, Inc.
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-20

Other Names

• Jason Chi-Ming Kronstad
• Jason Chi Ming Kronstad