Owen Winston Good

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

• 01/2022 → 07/2023
  Ubs Financial Services Inc
  Charlotte, NC
• 09/2017 → 06/2021
  Santa Clara University
  Santa Clara, CA
• 06/2019 → 09/2019
  Remax Nxt
  Chicago, IL
• 06/2017 → 09/2017
  Blue Plate Cafe
  Union Pier, MI
• 08/2013 → 06/2017
  Saint Ignatius College Prep
  Chicago, IL
• 07/2021 → 12/2021
  Unemployed
  Chicago, IL
• 07/2023 → 07/2025
  Mercer Global Advisors Inc.
  San Francisco, CA
• 08/2025 → 07/2026
  Mercer Global Advisors Inc.
  San Francisco, CA
• 07/2026 → Present
  Mercer Global Advisors, Inc.
  San Francisco, CA

Previous Registrations

• 2022-07-18 → 2023-06-27
  Ubs Financial Services Inc.
  Weehawken, NJ
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-03
• S66 Uniform Combined State Law Examination
  2022-07-07

Other Names

• Owen Winston Good