James Bondar

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

• 07/2023 → 07/2025
  Sheltoncapital Management
  Denver, CO
• 08/2015 → 07/2021
  Jp's Pzza And Grill
  Wilmette, IL
• 01/2022 → 09/2022
  Laz Parking
  Denver, CO
• 10/2022 → 06/2023
  Attic Bar And Bistro
  Boulder, CO
• 07/2021 → 01/2022
  University Of Colorado
  Boulder, CO
• 07/2025 → 03/2026
  Zacks Invesment Management, Inc.
  Chicago, IL
• 03/2026 → Present
  Mercer Global Advisors Inc.
  Wilmette, IL

Previous Registrations

• 2025-08-01 → 2026-03-18
  Zacks Investment Management, Inc.
  Denver, CO
  Chicago, IL
• 2025-04-30 → 2025-07-02
  Shelton Capital Management
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-11
• S63 Uniform Securities Agent State Law Examination
  2024-04-29

Other Names

• James Daniel Bondar