Michael William Johns

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

• 05/2010 → 05/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA
• 05/2010 → 05/2018
  Tiaa
  Pasadena, CA
• 05/2018 → 09/2024
  Mercer Global Advisors Inc.
  Los Angeles, CA
• 09/2024 → Present
  Mercer Global Advisors Inc.
  Los Angeles, CA

Previous Registrations

• 2010-06-03 → 2018-05-14
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA
• 2006-11-08 → 2009-01-06
  U.S. Bancorp Advisors, Llc
  Glendale, CA
• 2003-12-10 → 2006-11-30
  American General Financial Advisors, Inc.
  Glendale, CA
• 2003-11-20 → 2006-11-02
  Valic Financial Advisors, Inc.
  Woodland Hills, CA
  Glendale, CA
• 1998-12-17 → 2003-11-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Encino, CA

Exams

• S66 Uniform Combined State Law Examination
  1998-11-16

Designations

• Certified Financial Planner

Other Names

• Michael W Johns