Jake Armando Meza

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

• 01/2019 → 02/2020
  Northwestern Mutual Investment Services Llc
  Grand Forks, ND
• 01/2012 → 05/2017
  Student
  Minneapolis, MN
• 05/2017 → 06/2017
  Buffalo Wild Wings Express
  Edina, MN
• 07/2017 → 06/2019
  University Of North Dakota
  Grand Froks, ND
• 08/2015 → 07/2017
  Minneapolis Community And Technical College
  Minneapolis, MN
• 02/2020 → 05/2022
  Fure Financial Corporation
  Bloomington, MN
• 05/2022 → 09/2022
  Mercer Global Advisors
  Denver, CO
• 09/2022 → 09/2023
  Mercer Global Advisors Inc.
  Denver, CO
• 05/2022 → 12/2022
  Fure Financial Corporation
  Bloomington, MN
• 09/2023 → Present
  Mercer Global Advisors Inc.
  Denver, CO

Previous Registrations

• 2022-05-12 → 2022-12-21
  Fure Financial Corporation
  Bloomington, MN

Designations

• Certified Financial Planner

Other Names

• Jake Meza