Inactive

Yvonne Jimenez

Mercer Global Advisors Inc.

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Current Employers

Mercer Global Advisors Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-07-31

AZ RA
APPROVED

Since 2025-07-31

Branch Locations

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

7033 East Greenway Parkway Suite 290, Scottsdale, AZ 85254 • 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
Tiaa-Cref Individual & Institutional Services, Llc	Evanston	IL	09/2012	03/2018
Tiaa	Evanston	IL	03/2001	03/2018
Fidelity Investments	Schaumburg	IL	04/2018	08/2021
Charles Schwab & Co., Inc.	Phoenix	AZ	09/2021	11/2023
The Vanguard Group, Inc.	Scottsdale	AZ	11/2023	07/2025
Mercer Global Advisors Inc.	Scottsdale	AZ	07/2025	12/2025
Mercer Global Advisors Inc.	Scottsdale	AZ	01/2026	Present

09/2012 → 03/2018

Tiaa-Cref Individual & Institutional Services, Llc

Evanston, IL
03/2001 → 03/2018

Tiaa

Evanston, IL
04/2018 → 08/2021

Fidelity Investments

Schaumburg, IL
09/2021 → 11/2023

Charles Schwab & Co., Inc.

Phoenix, AZ
11/2023 → 07/2025

The Vanguard Group, Inc.

Scottsdale, AZ
07/2025 → 12/2025

Mercer Global Advisors Inc.

Scottsdale, AZ
01/2026 → Present

Mercer Global Advisors Inc.

Scottsdale, AZ

Previous Registrations

2023-11-30 → 2025-08-05

Vanguard Advisers, Inc.

Scottsdale, AZ
2021-09-22 → 2023-11-27

Schwab Wealth Advisory, Inc.

Phoenix, AZ

Phoenix, AZ
2018-07-13 → 2021-08-30

Fidelity Personal And Workplace Advisors

Boston, MA
2018-04-19 → 2018-07-13

Strategic Advisers Llc

Oak Brook, IL
2012-12-11 → 2018-03-10

Tiaa-Cref Individual & Institutional Services, Llc

Evanston, IL

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-12-08
S63	Uniform Securities Agent State Law Examination	2001-03-20

S66 Uniform Combined State Law Examination

2012-12-08
S63 Uniform Securities Agent State Law Examination

2001-03-20

Designations

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS

ALPINE QUANTITATIVE MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

DREAM U.S. MANAGER LLC

KSL CAPITAL PARTNERS

CIBC PRIVATE WEALTH ADVISORS, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO

Nicholas Dean Phillips

STEVEN SEARES MURRAY

ANGELA LEACH PIZZICHINI

TANISHA MARIE SIMON

BRET ALLEN ROBERTS

NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO

ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO

MORGAN STANLEY · Denver, CO

CETERA INVESTMENT ADVISERS LLC · DENVER, CO

DREAM U.S. MANAGER LLC · DENVER, CO

KSL CAPITAL PARTNERS · DENVER, CO

CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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