Jack Austin Kelley

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

• 06/2021 → 09/2021
  Massmutual Life Insurance Co
  Austin, TX
• 07/2021 → 09/2021
  Mml Investors Services, Llc
  Austin, TX
• 06/2019 → 06/2021
  Accenture, Plc
  Irving, TX
• 08/2018 → 05/2019
  Southern Methodist University
  Dallas, TX
• 12/2017 → 08/2018
  Medcon Medical Services
  Georgetown, TX
• 05/2017 → 08/2017
  Georgetown Rail Equipment, Grex
  Georgetown, TX
• 04/2021 → 05/2021
  Thrivent Investment Management Inc
  Cedar Park, TX
• 11/2021 → 05/2023
  Edward Jones
  St Louis, MO
• 01/2015 → 12/2017
  Texas Tech University
  Lubbock, TX
• 06/2023 → 12/2024
  Dimensional Fund Advisors
  Austin, TX
• 01/2025 → Present
  Mercer Global Advisors Inc.
  Austin, TX

Previous Registrations

• 2023-07-13 → 2024-12-24
  Dimensional Fund Advisors Lp
  Austin, TX
• 2021-11-08 → 2023-06-01
  Edward Jones
  Midland, TX
  Round Rock, TX
  St Louis, MO
  Midland, TX
  Midland, TX
• 2021-07-29 → 2021-09-28
  Mml Investors Services, Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-07-25

Designations

• Chartered Financial Analyst

Other Names

• Jack Kelley