Joshua Lucas Johnson

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

• 08/2019 → 08/2021
  Dunwoody High School
  Dunwoody, GA
• 08/2021 → 12/2024
  Georgia College & State University
  Millegeville, GA
• 08/2017 → 08/2019
  Vines High School
  Plano, TX
• 08/2015 → 08/2017
  Haggard Middle School
  Plano, TX
• 05/2022 → 07/2022
  The Gathering Place
  Saint Simons Island, GA
• 05/2023 → 07/2023
  J.S. Held, Llc
  Alpharetta, GA
• 06/2024 → 07/2024
  Lpl Financial
  Saint Simons Island, GA
• 01/2025 → 03/2026
  Lpl Financial Llc.
  Saint Simons Island, GA
• 04/2026 → Present
  Mercer Global Advisors Inc.
  St. Simons Island, GA

Previous Registrations

• 2025-05-27 → 2026-03-10
  Lpl Financial Llc
  St Simons Island, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23