James Reuben Justus

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

• 08/2011 → 12/2025
  Objective Planning, Llc
  Nashville, TN
• 12/2025 → Present
  Mercer Global Advisors Inc.
  Dallas, TX
• 01/2025 → 12/2025
  Unemployed
  Mayaguez, PR
• 05/2023 → 01/2025
  Indesovi De Pr
  Mayaguez, PR

Previous Registrations

• 2011-09-30 → 2020-02-29
  Objective Planning
  Nashville, TN
• 2009-02-05 → 2011-09-06
  Waddell & Reed
  Nashville, TN
  Brentwood, TN
• 2006-09-28 → 2009-01-21
  Ameriprise Financial Services, Llc
  Seattle, WA

Other Businesses

1. Choo Choo Rentals, LLC; Investment-related; Dallas, TX; Rental Properties; Member/Owner; 08/2017; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; File documents and coordinate with property manager. 2.Tennessee Tuxedo, LLC; Investment-related; Dallas, TX; LLC created to hold various investments; Owner; 06/2019; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; LLC formed for the purpose to hold investments. 3.The Madison Project, LLC; Investment-related; Ashland, TN; Real estate investment company; General Partner/Co-Owner; 09/2019; 4 hours per month; Less than 1 hour per month during securities trading hours; Coordinate utilities with tenants and meet with other owners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-10
• S66 Uniform Combined State Law Examination
  2006-09-27

Designations

• Certified Financial Planner