Jill Ann Fopiano

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

• 09/2012 → 07/2025
  O'BRien Wealth Partners Llc (Formerly O'BRien Management, Llc)
  Cambridge, MA
• 07/2025 → 12/2025
  Mercer Global Advisors Inc.
  Waltham, MA
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Waltham, MA

Previous Registrations

• 2012-11-27 → 2026-03-31
  O'BRien Wealth Partners Llc
  Waltham, MA
• 2005-03-07 → 2007-05-29
  Citicorp Investment Services
  Boston, MA
  New York, NY

Other Businesses

1. Client Trust; Investment-related; 51 Sawyer Road, Suite 600, Waltham, MA 02453; Trust; Co-Trustee; 03/30/2024; 1 hr. per month; 1 hour during trading hours; Approve distributions to the trust beneficiaries.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-02
• S63 Uniform Securities Agent State Law Examination
  1993-10-15

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jill Fopiano