Jacob Walter Gee

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

• 08/2013 → 05/2017
  Westmont College
  Santa Barbara, CA
• 05/2017 → 08/2017
  Unemployed
  San Ramon, CA
• 08/2017 → 11/2017
  Panda Express
  Fremont, CA
• 12/2017 → 05/2018
  Aerotek (Contractor At Assetmark)
  Concord, CA
• 05/2018 → 01/2019
  Assetmark Financial, Inc.
  Concord, CA
• 09/2018 → 01/2019
  Assetmark Brokerage, Llc
  Concord, CA
• 01/2019 → 03/2019
  Mercer Global Advisors Inc.
  Walnut Creek, CA
• 03/2019 → 08/2022
  Mercer Global Advisors Inc.
  Walnut Creek, CA
• 09/2023 → 12/2025
  Mercer Global Advisors Inc.
  Walnut Creek, CA
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Walnut Creek, CA
• 08/2022 → 09/2023
  Mercer Global Advisors Inc.
  Walnut Creek, CA

Previous Registrations

• 2019-03-22 → 2020-12-31
  Mercer Global Advisors Inc.
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-22

Designations

• Certified Financial Planner

Other Names

• Jacob Gee