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Jennifer Jae Young Baick

Mercer Global Advisors Inc.

Oakton, VA

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-23
VA RA APPROVED 2022-09-23
ID RA APPROVED 2018-01-26
OR RA APPROVED 2018-01-26
WA RA APPROVED 2017-04-10
  • TX RA
    APPROVED
    Since 2023-08-23
  • VA RA
    APPROVED
    Since 2022-09-23
  • ID RA
    APPROVED
    Since 2018-01-26
  • OR RA
    APPROVED
    Since 2018-01-26
  • WA RA
    APPROVED
    Since 2017-04-10

Branch Locations

Oakton, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freestone Capital Management, Llc Seattle WA 05/2013 04/2017
Mercer Global Advisors Inc. Bellevue WA 04/2017 01/2021
Mercer Global Advisors Inc. Vienna VA 01/2021 01/2022
Mercer Global Advisors Inc. Vienna VA 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-05-22
S65 Uniform Investment Adviser Law Examination 2000-07-24
S66 Uniform Combined State Law Examination 1999-06-15
  • S63 Uniform Securities Agent State Law Examination
    2014-05-22
  • S65 Uniform Investment Adviser Law Examination
    2000-07-24
  • S66 Uniform Combined State Law Examination
    1999-06-15
Designations
Other Names
  • Jennifer Lee
  • Jae Y Lee- Nguyen
  • Jae Young Lee
  • Jae Young Lee-Nguyen
  • Jae Young Lee

View on SEC IAPD

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