Alexander Jeffrey Krenek

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

• 02/2026 → Present
  Mercer Global Advisors Inc.
  Dallas, TX
• 05/2023 → 01/2026
  Captrust
  Dallas, TX
• 12/2021 → 04/2023
  Southern Wealth Management
  Dallas, TX
• 07/2021 → 11/2021
  Unemployed
  Portland, OR
• 09/2014 → 06/2018
  Santa Clara University
  Santa Clara, CA
• 08/2018 → 05/2021
  Lmu Loyola Law School
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-25

Other Names

• Alexander Krenek