Jacquelyn Jane Gage

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

• 08/2024 → Present
  Mercer Global Advisors Inc.
  Radnor, PA
• 07/2021 → 08/2024
  Prudential Financial
  Newark, NJ
• 06/2015 → 07/2021
  Student
  Levittown, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-09