Jessica Baskin Lester

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

• 07/2019 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 03/2019 → 07/2019
  Homemaker
  Raleigh, NC
• 06/2015 → 03/2019
  Wells Fargo
  Roanoke, VA
• 07/2025 → Present
  Mercer Global Advisors Inc.
  Four Oaks, NC

Previous Registrations

• 2024-08-26 → 2025-07-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-08-23

Other Names

• Jessica Baskin
• Jessica Mae Baskin