Jeffrey
Shaver
Mercer Global Advisors Inc
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About this Advisor
Jeffrey Shaver is a financial advisor based in Denver, Colorado with 1 year of relevant experience. Shaver is an employee of Mercer Global Advisors Inc. Over the course of their career, Shaver has held roles at Triad Advisors, Inc, Atlanta Capital Group, Arkadios Capital and Mercer Global Advisors Inc. Shaver holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Mercer Global Advisors Inc is a registered investment company that has its headquarters in Denver, CO. It has offices in 80 locations and a total of 900 people on staff. It has $35 billion in total assets between its 76,213 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 89 charitable organizations. Of its 76,213 client accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets. Mercer Global Advisors Inc offers a number of services, such as 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types charged by Mercer Global Advisors Inc can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
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
Jeffrey Shaver Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
Arkadios Capital
Triad Advisors, Inc
Atlanta Capital Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Shaver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
Boulder, CO
Denver, CO
Walnut Creek, CA
Vienna, VA
Portland, OR
Atlanta, GA
New York, NY
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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