Jordan Elizabeth Dean

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

• 09/2014 → 06/2017
  Quibids, Llc
  Oklahoma City, OK
• 08/2017 → 03/2023
  Hertiage Trust Company
  Oklahoma City, OK
• 06/2023 → 10/2023
  Full Sail Capital, Llc
  Oklahoma City, OK
• 10/2023 → 06/2025
  Full Sail Capital, Llc
  Oklahoma City, OK
• 04/2023 → 06/2023
  Unemployed
  Oklahoma City, OK
• 06/2025 → Present
  Mercer Global Advisors Inc.
  Oklahoma City, OK

Previous Registrations

• 2023-10-12 → 2025-12-23
  Full Sail Capital, Llc
  Oklahoma City, OK

Other Businesses

1. Free To Live - Animal Sanctuary; Investment-related; 12501 North May Avenue, Oklahoma City, OK 73120; Supports animal welfare through rescue, rehoming, public education, and collaboration with humane organizations; Board Member and Finance Committee Member; 01/01/2023; 1-2 hrs. per month; 0 hrs. during trading hours; Support fundraising efforts and responsible asset stewardship.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-09

Other Names

• Jordan Dean Farhang