Best Investors Account Sign in
Inactive

Jose Carlos Castaneda

Mercer Global Advisors Inc.

Denver, CO

Rockwall, TX

Convington, LA

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-07-15
TX RA APPROVED 2023-02-28
CO RA APPROVED 2019-04-01
  • LA RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED
    Since 2023-02-28
  • CO RA
    APPROVED
    Since 2019-04-01

Branch Locations

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

2095 Summer Lee Drive Suite M200, Rockwall, TX 75032 • United States

100 Typer Square No.6, Convington, LA 70433 • 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
University Of Colorado, Boulder Boulder CO 08/2014 05/2018
Foothills Moving & Storage, Llc Boulder CO 04/2015 10/2018
Mercer Global Advisors Inc. Denver CO 10/2018 11/2022
Mercer Global Advisors Inc. Rockwall TX 11/2022 01/2024
Mercer Global Advisor Inc. Rockwall TX 01/2024 Present
  • 08/2014 → 05/2018
    University Of Colorado, Boulder
    Boulder, CO
  • 04/2015 → 10/2018
    Foothills Moving & Storage, Llc
    Boulder, CO
  • 10/2018 → 11/2022
    Mercer Global Advisors Inc.
    Denver, CO
  • 11/2022 → 01/2024
    Mercer Global Advisors Inc.
    Rockwall, TX
  • 01/2024 → Present
    Mercer Global Advisor Inc.
    Rockwall, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-01
  • S65 Uniform Investment Adviser Law Examination
    2019-04-01
Designations

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor