Jacob Paul Mercier

Employer firm

Caz Investments L.p. CRD 113931

$10.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 09/2018
  Massmutual
  Boston, MA
• 09/2018 → 09/2018
  Mml Investors Services
  Boston, MA
• 05/2016 → 09/2016
  Ideal Concrete Block Company
  Westford, MA
• 05/2017 → 09/2017
  Priority Funding Solutions
  Woburn, MA
• 09/2017 → 05/2018
  Lit Amherst
  Amherst, MA
• 09/2014 → 09/2018
  University Of Massachusetts Amherst
  Amherst, MA
• 05/2018 → 08/2018
  Unemployed
  Lowell, MA
• 10/2018 → 07/2019
  Nylife Securities Llc
  Waltham, MA
• 10/2018 → 08/2019
  New York Life Insurance Co
  Waltham, MA
• 09/2019 → 01/2020
  John Hancock Distributors Llc
  Boston, MA
• 01/2020 → 10/2025
  F. L. Putnam Investment Management Company
  Lynnfield, MA
• 10/2025 → Present
  Caz Investments Lp
  Houston, TX

Previous Registrations

• 2025-04-14 → 2025-11-13
  F L Putnam Investment Management Co.
  Lynnfield, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-11
• S63 Uniform Securities Agent State Law Examination
  2018-12-08

Other Names

• Jake Mercier
• Jake Mercier
• Jacob Mercier
• Jacob Paul Mercier