John Paul Middleton

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
FL	RA	APPROVED	2024-02-16
NJ	RA	APPROVED	2024-01-26
SC	RA	APPROVED	2023-12-08
TX	RA	APPROVED	2023-12-08
VA	RA	APPROVED	2023-12-08

FL RA
APPROVED

Since 2024-02-16
NJ RA
APPROVED

Since 2024-01-26
SC RA
APPROVED

Since 2023-12-08
TX RA
APPROVED

Since 2023-12-08
VA RA
APPROVED

Since 2023-12-08

Branch Locations

Manakin-Sabot, VA • 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
Brighton Financial Planning	Clinton	NJ	01/2010	12/2023
Mercer Global Advisors	Manakin-Sabot	VA	12/2023	Present

01/2010 → 12/2023

Brighton Financial Planning

Clinton, NJ
12/2023 → Present

Mercer Global Advisors

Manakin-Sabot, VA

Previous Registrations

2010-03-08 → 2024-02-06

Brighton Financial Planning

Basking Ridge, NJ
2009-11-16 → 2010-03-08

Brighton Financial Planning Inc

Other Businesses

Deacon Magnolia Properties; investment-related; 1634 Ponce De Leon Avenue NE, Atlanta, GA 30307; Real estate holding company; Member; 06/2022; 2hrs/month; Duties include financial management.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-03-11

S63 Uniform Securities Agent State Law Examination

1994-03-11

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD