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Jonah B. Shafer

Mercer Global Advisors Inc.

San Diego, CA

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

5348 Carroll Canyon Road Suite 200, San Diego, CA 92121 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Portage MI 11/2018 04/2019
Axa Advisors Kalamazoo MI 04/2018 08/2018
Fletcher's Pub Kalamazoo MI 08/2018 11/2018
Ameriprise Financial Chicago IL 07/2019 07/2022
Unemployed Muskegon MI 04/2019 08/2019
Raymond James Grand Rapids MI 07/2022 02/2023
Axa Advisors Kalamazoo MI 04/2018 08/2018
Prosperity Wealth Planning, Llc Long Beach CA 02/2023 04/2024
N/A Kalamazoo MI 08/2012 08/2018
Mercer Global Advisors Inc. San Diego CA 04/2024 08/2024
Mercer Global Advisors Inc. Walnut Creek CA 10/2025 Present
Mercer Global Advisors Inc. Walnut Creek CA 04/2025 10/2025
Mercer Global Advisors Inc. Walnut Creek CA 08/2024 04/2025
  • 11/2018 → 04/2019
    Raymond James
    Portage, MI
  • 04/2018 → 08/2018
    Axa Advisors
    Kalamazoo, MI
  • 08/2018 → 11/2018
    Fletcher's Pub
    Kalamazoo, MI
  • 07/2019 → 07/2022
    Ameriprise Financial
    Chicago, IL
  • 04/2019 → 08/2019
    Unemployed
    Muskegon, MI
  • 07/2022 → 02/2023
    Raymond James
    Grand Rapids, MI
  • 04/2018 → 08/2018
    Axa Advisors
    Kalamazoo, MI
  • 02/2023 → 04/2024
    Prosperity Wealth Planning, Llc
    Long Beach, CA
  • 08/2012 → 08/2018
    N/A
    Kalamazoo, MI
  • 04/2024 → 08/2024
    Mercer Global Advisors Inc.
    San Diego, CA
  • 10/2025 → Present
    Mercer Global Advisors Inc.
    Walnut Creek, CA
  • 04/2025 → 10/2025
    Mercer Global Advisors Inc.
    Walnut Creek, CA
  • 08/2024 → 04/2025
    Mercer Global Advisors Inc.
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-07
S63 Uniform Securities Agent State Law Examination 2019-04-01
  • S66 Uniform Combined State Law Examination
    2019-10-07
  • S63 Uniform Securities Agent State Law Examination
    2019-04-01
Designations
Other Names
  • Jonah B Shafer
  • Jonah Shafer

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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