Jarrod Brock

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 → 04/2024
  New York Life Insurance Co
  Frisco, TX
• 03/2017 → 05/2021
  Cowboys Fit
  Frisco, TX
• 08/2010 → 02/2017
  Telos Fitness Center
  Dallas, TX
• 10/2021 → 04/2024
  Nylife Securities Llc
  Frisco, TX
• 08/2019 → 05/2021
  The University Of North Texas
  Frisco, TX
• 04/2024 → 10/2025
  Fisher Investments
  Plano, TX
• 10/2025 → 02/2026
  Peak American Investment Advisors, Inc.
  Plano, TX
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Frisco, TX

Previous Registrations

• 2025-10-10 → 2026-02-12
  Peak American Investment Advisors, Inc.
  Plano, TX
• 2024-05-15 → 2025-09-23
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-15
• S63 Uniform Securities Agent State Law Examination
  2022-02-11

Other Names

• Jarrod Nathan Brock