Joshua Farrell Block

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

• 06/2023 → Present
  Mercer Global Advisors Inc.
  San Diego, CA
• 08/2018 → 05/2022
  San Diego State University
  San Diego, CA
• 07/2022 → 12/2022
  Remotelink Solutions
  San Diego, CA
• 01/2013 → 07/2018
  Student
  San Diego, CA
• 01/2023 → 06/2023
  Mercer Global Advisors Inc.
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-29