Jonah
Shafer
Mercer Global Advisors Inc
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About this Advisor
Jonah Shafer is a financial advisor based in San Diego, California, working with Mercer Global Advisors Inc. Jonah has previously held positions at Raymond James, Axa Advisors, Fletcher's Pub, Ameriprise Financial, Prosperity Wealth Planning, LLC, and Mercer Global Advisors Inc. Jonah has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Jonah is part of Mercer Global Advisors Inc, which operates out of San Diego, California. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$45,350,198,548
1,020
86,945
$521,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jonah Shafer Work History
Mercer Global Advisors Inc
Prosperity Wealth Planning, LLC
Raymond James
Ameriprise Financial
Raymond James
Axa Advisors
Fletcher'S Pub
Axa Advisors
N/A
Disclosures
Please visit the SEC profile of Jonah Shafer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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