Jacqueline Steczkowski

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

• 10/2010 → 11/2016
  Fidelity Investments
  Greenwich, CT
• 11/2016 → 02/2021
  People'S Securities, Inc.
  Cos Cob, CT
• 04/2018 → 02/2021
  People'S United Advisors, Inc.
  Cos Cob, CT
• 04/2021 → 06/2022
  Essex Financial Services, Inc
  Essex, CT
• 05/2021 → 06/2022
  The Leaders Group Inc
  Littleton, CO
• 06/2022 → 09/2022
  Unemployed
  Greenwich, CT
• 09/2022 → 11/2024
  Napatree Capital Llc
  Westerly, RI
• 12/2024 → Present
  Mercer Global Advisors Inc.
  Greenwich, CT

Previous Registrations

• 2023-06-15 → 2024-12-12
  Napatree Capital Llc
  Westerly, RI
  Westerly, RI
• 2021-04-20 → 2022-07-01
  Essex Financial Services, Inc.
  Essex, CT
  Southport, CT
  Southport, CT
• 2018-04-02 → 2021-04-06
  People'S United Advisors, Inc.
  New York, NY
• 2017-01-19 → 2020-03-31
  People'S Securities, Inc.
  New York, NY
  Bridgeport, CT
  Bridgeport, CT
  Cos Cob, CT
• 2015-09-28 → 2016-11-23
  Strategic Advisers Llc
  Greenwich, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-28
• S63 Uniform Securities Agent State Law Examination
  2011-12-08

Other Names

• Jackie Marie Steczkowski