John
Stobbs
Mercer Global Advisors Inc
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About this Advisor
John Stobbs is a personal financial specialist operating in Chesterfield, Missouri who has 1 year of relevant experience. Stobbs is an employee of Mercer Global Advisors Inc. Throughout their career, Stobbs has worked at John Stobbs Cpa, Convergent Wealth Management, LLC and Mercer Global Advisors Inc. Stobbs maintains a Series 63 license, qualifying them as a securities agent, and can serve investors in Missouri and Texas. Mercer Global Advisors Inc is a registered investment company that has its headquarters in Denver, CO. The company has offices in 80 locations and a total of 900 advisors. It controls $35 billion in total assets between its 76,213 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 89 charities and foundations. Of its 76,213 customer accounts, 34% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a wide range of services, including 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Mercer Global Advisors Inc most likely consist of some 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
John Stobbs Work History
John has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
Convergent Wealth Management, LLC
John Stobbs Cpa
*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 John Stobbs 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
Portland, OR
Atlanta, GA
Denver, CO
Santa Barbara, CA
Houston, TX
Vienna, VA
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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