Jessica Qikai Chen

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

• 06/2013 → 02/2017
  Aon
  San Francisco, CA
• 12/2017 → 01/2020
  Abd
  San Francisco, CA
• 02/2017 → 12/2017
  Unemployed
  San Francisco, CA
• 09/2023 → 08/2024
  Edward Jones
  St Louis, MO
• 01/2020 → 09/2023
  Califia Investment Llc.
  San Francisco, CA
• 08/2024 → Present
  Mercer Global Advisors Inc.
  Walnut Creek, CA

Previous Registrations

• 2023-11-01 → 2024-08-01
  Edward Jones
  Campbell, CA
  St Louis, MO
  St. Louis, MO
  San Jose, CA
  San Jose, CA
• 2018-01-16 → 2020-01-29
  Newfront Retirement Services, Inc.
  San Francisco, CA

Other Businesses

Life, Variable Life, Accident and Health Insurance licenses; Investment-related; 388 Santana Row, Unit 2431, San Jose, CA 95128; Insurance sales; Agent; 05/22/2023 for Life, Accident and Health, 03/25/2024 for Variable Life and Annuity; Less than 1 hr. per month; Insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-30
• S63 Uniform Securities Agent State Law Examination
  2018-02-23

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Qikai Chen
• Jessica Qikai Chen
• Jessica Chen