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Stephen Francis Jacobson

Mercer Global Advisors Inc.

Boulder, CO

Denver, CO

Fort Collins, CO

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
CO RA APPROVED 2026-06-12
  • CO RA
    APPROVED
    Since 2026-06-12

Branch Locations

2595 Canyon Boulevard Suite 320, Boulder, CO 80302 • United States

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

224 Canyon Avenue Suite 110, Fort Collins, CO 80521 • 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
Mason Securities, Inc. Reston VA 06/2018 12/2022
Liberty University Lynchburg VA 01/2018 05/2018
Brown And Edwards Cpa Lynchburg VA 01/2018 03/2018
Aht Insurance Company Washington DC 08/2017 12/2017
Liberty University Lynchburg VA 08/2017 12/2017
Two Men And A Truck Lansing MI 05/2017 08/2017
Liberty University Lynchburg VA 01/2017 05/2017
Two Men And A Truck International Lansing MI 11/2016 02/2017
Mosaic Sales Solutions Lynchburg VA 08/2016 01/2017
Liberty University Lynchburg VA 08/2016 12/2016
Verdence Capital Advisors, Llc Alexandria VA 06/2024 05/2026
Andersen Tax Llc Mclean VA 12/2022 01/2024
Unemployed Washington, D.C. DC 01/2024 03/2024
Sullivan And Company Bethesda MD 04/2024 05/2024
Mercer Global Advisors Inc. Fort Collins CO 06/2026 Present
  • 06/2018 → 12/2022
    Mason Securities, Inc.
    Reston, VA
  • 01/2018 → 05/2018
    Liberty University
    Lynchburg, VA
  • 01/2018 → 03/2018
    Brown And Edwards Cpa
    Lynchburg, VA
  • 08/2017 → 12/2017
    Aht Insurance Company
    Washington, DC
  • 08/2017 → 12/2017
    Liberty University
    Lynchburg, VA
  • 05/2017 → 08/2017
    Two Men And A Truck
    Lansing, MI
  • 01/2017 → 05/2017
    Liberty University
    Lynchburg, VA
  • 11/2016 → 02/2017
    Two Men And A Truck International
    Lansing, MI
  • 08/2016 → 01/2017
    Mosaic Sales Solutions
    Lynchburg, VA
  • 08/2016 → 12/2016
    Liberty University
    Lynchburg, VA
  • 06/2024 → 05/2026
    Verdence Capital Advisors, Llc
    Alexandria, VA
  • 12/2022 → 01/2024
    Andersen Tax Llc
    Mclean, VA
  • 01/2024 → 03/2024
    Unemployed
    Washington, D.C., DC
  • 04/2024 → 05/2024
    Sullivan And Company
    Bethesda, MD
  • 06/2026 → Present
    Mercer Global Advisors Inc.
    Fort Collins, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-02
  • S66 Uniform Combined State Law Examination
    2022-07-02
Designations

View on SEC IAPD

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