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Inactive

John Wilson

Mercer Global Advisors Inc.

Denver, CO

Portsmouth, NH

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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 2026-04-10
NH RA APPROVED 2026-04-10
  • ME RA
    APPROVED
    Since 2026-04-10
  • NH RA
    APPROVED
    Since 2026-04-10

Branch Locations

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

Two International Drive Suite 325, Portsmouth, NH 03801 • 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
Student Alma MI 04/2014 04/2020
Dover Sports Dover NH 10/2020 02/2021
Dicks Sporting Goods Newington NH 03/2021 03/2022
Steele Street Capital Kittery ME 03/2022 04/2023
Charter Oak Capital Management Portsmouth NH 03/2024 04/2026
Charter Oak Capital Management, Llc Portsmouth NH 04/2024 04/2026
Na Alma MI 04/2020 10/2020
Na Kittery ME 04/2023 03/2024
Mercer Global Advisors Inc. Portsmouth NH 04/2026 Present
  • 04/2014 → 04/2020
    Student
    Alma, MI
  • 10/2020 → 02/2021
    Dover Sports
    Dover, NH
  • 03/2021 → 03/2022
    Dicks Sporting Goods
    Newington, NH
  • 03/2022 → 04/2023
    Steele Street Capital
    Kittery, ME
  • 03/2024 → 04/2026
    Charter Oak Capital Management
    Portsmouth, NH
  • 04/2024 → 04/2026
    Charter Oak Capital Management, Llc
    Portsmouth, NH
  • 04/2020 → 10/2020
    Na
    Alma, MI
  • 04/2023 → 03/2024
    Na
    Kittery, ME
  • 04/2026 → Present
    Mercer Global Advisors Inc.
    Portsmouth, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-15
  • S65 Uniform Investment Adviser Law Examination
    2024-05-15
Designations

View on SEC IAPD

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