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Jenna Maureen Taylor

Mercer Global Advisors Inc.

Denver, CO

Atlanta, GA

CRD 8094779

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-12
  • GA RA
    APPROVED
    Since 2025-12-12

Branch Locations

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

Atlanta, GA • 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
Mercer Global Advisors Inc. Atlanta GA 01/2022 06/2023
Interstate Tax And Accounting Atlanta GA 12/2020 01/2022
Mercer Global Advisors Inc. Brookhaven GA 11/2023 Present
Mercer Global Advisors Inc. Atlanta GA 03/2023 11/2023
Indiana University Northwest Gary IN 08/2016 12/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-12-05

View on SEC IAPD

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