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Florentino Jonathan Mitchell

Mercer Global Advisors Inc.

Denver, CO

Santa Barbara, CA

CRD 6278243

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-03-03
  • CA RA
    APPROVED
    Since 2014-03-03

Branch Locations

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

222 East Carillo Street Suite 400, Santa Barbara, CA 93101 • 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
Mercer Global Advisors Inc. Walnut Creek CA 09/2015 12/2016
Mercer Global Advisors Inc. Santa Barbara CA 12/2016 10/2017
Mercer Global Advisors Inc. Santa Barbara CA 11/2017 01/2023
Mercer Global Advisors Inc Santa Barbara CA 01/2023 01/2024
Mercer Global Advisors Inc Santa Barbara CA 01/2024 12/2025
Mercer Global Advisors Inc Santa Barbara CA 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-03
  • S65 Uniform Investment Adviser Law Examination
    2014-03-03
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jonathan Mitchell

View on SEC IAPD

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