Edward Jonathan Vance

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

• 07/2010 → 01/2025
  Evim Llc Dba Edward Vance Investment Management
  Macon, GA
• 01/2025 → Present
  Mercer Global Advisors Inc.
  Cumming, GA

Previous Registrations

• 2010-08-05 → 2025-03-12
  Edward Vance Investment Management
  Macon, GA
• 2009-10-23 → 2010-08-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Macon, GA
  Alpharetta, GA
  Macon, GA
• 2006-11-01 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Atlanta, GA
  Macon, GA
• 2003-05-15 → 2006-10-30
  Bb&T Investment Services, Inc.
  Macon, GA
  Macon, GA
  Macon, GA
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  1998-01-22

Designations

• Certified Financial Planner

Other Names

• Edward J Vance