Javier Ricardo Solis

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 03/2022
  Mercer Global Advisors Inc.
  Los Angeles, CA
• 03/2022 → Present
  Cerity Partners Llc
  Los Angeles, CA

Previous Registrations

• 2015-07-16 → 2022-03-10
  Mercer Global Advisors Inc.
  Santa Barbara, CA
• 2012-09-11 → 2015-07-13
  Wells Fargo Clearing Services, Llc
  Pasadena, CA
  Los Angeles, CA
• 2012-08-23 → 2012-09-13
  Msi Financial Services, Inc.
  Brea, CA
  Pasadena, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-08-09

Designations

• Certified Financial Planner