Inactive

Jacob Richard Lynch

Mercer Global Advisors Inc.

CRD 8174869

Claim This Profile

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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-10

CA RA
APPROVED

Since 2025-10-10

Branch Locations

Vista, CA • United States

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

Organization	City	State	From	To
Mercer Global Advisors Inc.	Vista	CA	03/2025	Present
Mercer Global Advisors Inc.	San Diego	CA	07/2022	03/2025
Pacifica Del Mar, Inc.	Del Mar	CA	03/2021	07/2022
7 Mile Kitchen	Carlsbad	CA	11/2018	02/2021
Buca Di Beppo	Carlsbad	CA	10/2015	11/2018
California State University San Marcos	San Marcos	CA	08/2019	05/2021

03/2025 → Present

Mercer Global Advisors Inc.

Vista, CA
07/2022 → 03/2025

Mercer Global Advisors Inc.

San Diego, CA
03/2021 → 07/2022

Pacifica Del Mar, Inc.

Del Mar, CA
11/2018 → 02/2021

7 Mile Kitchen

Carlsbad, CA
10/2015 → 11/2018

Buca Di Beppo

Carlsbad, CA
08/2019 → 05/2021

California State University San Marcos

San Marcos, CA

Designations

Certified Financial Planner

View on SEC IAPD

More in Vista, CA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor