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Joshua Michael Davis

Mercer Global Advisors Inc.

Portage, MI

Galesburg, MI

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-31
  • MI RA
    APPROVED
    Since 2026-08-31

Branch Locations

590 West Centre Avenue, Portage, MI 49024 • United States

Galesburg, MI • 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
Mercer Global Advisors Inc. Portage MI 05/2022 09/2023
Mercer Global Advisors Inc. Portage MI 09/2023 03/2024
Mercer Global Advisors Inc. Portage MI 03/2024 12/2025
Mercer Global Advisors Inc. Portage MI 12/2025 Present
High School New Lenox IL 01/2014 05/2018
Western Michigan University Kalamazoo MI 08/2018 04/2022
Midwest Warehouse & Distribution System Woodbridge IL 06/2021 04/2022
Designations

View on SEC IAPD

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GISELLE KRISTINE SCHLUBATIS
YUANLEI ZHU
ROBERT SCOTT MCDOUGALL
CAMERON TYLER KLEINHEKSEL

Other Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI

More in Portage, MI

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