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Jessica Lynn Kreger

Mercer Global Advisors Inc.

Portsmouth, NH

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
ME RA APPROVED 2026-04-09
NH RA APPROVED 2026-04-09
TX RA APPROVED 2026-04-09
  • ME RA
    APPROVED
    Since 2026-04-09
  • NH RA
    APPROVED
    Since 2026-04-09
  • TX RA
    APPROVED
    Since 2026-04-09

Branch Locations

Two International Drive Suite 325, Portsmouth, NH 03801 • 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
Robinson Smith Wealth Advisors, Llc Portsmouth NH 09/2016 06/2020
Unemployed Portsmouth NH 05/2016 09/2016
Charter Oak Capital Management Portsmouth NH 09/2020 04/2026
Mercer Global Advisors Inc. Portsmouth NH 04/2026 Present
Previous Registrations
Designations
Other Names
  • Jessica Lynn Chiarantona
  • Jessica Plattner
  • Jessica Lynn Plattner

View on SEC IAPD

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