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Homer Jonathan Reed Wilson

Mercer Global Advisors Inc.

Woodland Hills, CA

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-15
SC RA APPROVED 2025-07-15
CA RA APPROVED 2023-05-12
  • NC RA
    APPROVED
    Since 2025-07-15
  • SC RA
    APPROVED
    Since 2025-07-15
  • CA RA
    APPROVED
    Since 2023-05-12

Branch Locations

5550 Topanga Canyon Blvd. Suite 350, Woodland Hills, CA 91367 • 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
OrganizationCityStateFromTo
Silver Oak Securities, Inc. Lexington SC 06/2006 06/2021
Ally Invest Securities Charlotte NC 06/2021 08/2022
Mercer Global Advisors Inc. Woodland Hills CA 05/2023 07/2025
Unemployed Woodland Hills CA 03/2023 05/2023
Polaris Wealth Advisory Group Sherman Oaks CA 08/2022 03/2023
Carolina College Prep, Inc. Lexington SC 01/1997 06/2021
Mercer Global Advisors Inc. Woodland Hills CA 07/2025 Present
  • 06/2006 → 06/2021
    Silver Oak Securities, Inc.
    Lexington, SC
  • 06/2021 → 08/2022
    Ally Invest Securities
    Charlotte, NC
  • 05/2023 → 07/2025
    Mercer Global Advisors Inc.
    Woodland Hills, CA
  • 03/2023 → 05/2023
    Unemployed
    Woodland Hills, CA
  • 08/2022 → 03/2023
    Polaris Wealth Advisory Group
    Sherman Oaks, CA
  • 01/1997 → 06/2021
    Carolina College Prep, Inc.
    Lexington, SC
  • 07/2025 → Present
    Mercer Global Advisors Inc.
    Woodland Hills, CA
Previous Registrations
  • 2022-08-29 → 2023-03-08
    Polaris Wealth Advisory Group
    Sherman Oaks, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-09-22
  • S63 Uniform Securities Agent State Law Examination
    1994-09-22
Designations
Other Names
  • Homer Jonathan Reed Wilson
  • Homerjonathan Reed Wilson
  • Jonathan Reed Wilson

View on SEC IAPD

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Other Offices

INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA
U.S. BANCORP ADVISORS, LLC · Woodland Hills, CA

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