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Jedd Daniel Nicolas

Mercer Global Advisors Inc.

Denver, CO

Walnut Creek, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-20
  • CA RA
    APPROVED
    Since 2022-04-20

Branch Locations

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

100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • 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
Hewins Financial Advisors, Llc Redwood City CA 01/2016 06/2018
Team Hewins, Llc Redwood City CA 05/2018 10/2018
Sii / John Hancock Financial Network Redwood City CA 10/2018 11/2018
Pettinelli Financial Partners Redwood City CA 11/2018 04/2022
Mercer Global Advisors Inc. Walnut Creek CA 04/2022 08/2023
Mercer Global Advisors Inc. Walnut Creek CA 09/2023 12/2023
Mercer Global Advisors Inc. Walnut Creek CA 01/2024 12/2025
Mercer Global Advisors Inc. Walnut Creek CA 01/2026 Present
Previous Registrations
  • 2018-11-02 → 2022-05-03
    Osaic Wealth, Inc.
    Redwood City, CA
  • 2018-10-17 → 2018-11-02
    Signator Investors, Inc.
    Redwood City, CA
  • 2018-05-29 → 2018-10-08
    Team Hewins, Llc
    Foster City, CA
  • 2016-01-14 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
  • 2011-05-27 → 2016-01-20
    Signator Investors, Inc.
    San Mateo, CA
    Redwood City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-16
S63 Uniform Securities Agent State Law Examination 2006-08-09
  • S65 Uniform Investment Adviser Law Examination
    2011-05-16
  • S63 Uniform Securities Agent State Law Examination
    2006-08-09
Designations
Other Names
  • Nicolas Daniel Jedd

View on SEC IAPD

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MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
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