James
Taylor
Mercer Global Advisors Inc
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About this Advisor
James Taylor is a certified financial planner working in Denver, Colorado, who has 2 years of industry experience. Taylor is an employee of Mercer Global Advisors Inc. Their career trajectory has included roles at Adecco As Contractor For Qbe, Taylor Financial, LLC, Qbe, 2B Claim Services, Brighton Jones, Versant Capital Management, Inc, Cable Hill Partners, LLC and Mercer Global Advisors. Taylor maintains Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and New Mexico. Mercer Global Advisors Inc is a registered investment company based in Denver, CO. The company has offices in 80 locations and a total of 900 advisors. It oversees $35 billion in assets under management among its 76,213 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 89 charities and foundations. Of its 76,213 accounts, 34% are associated with high-net-worth investors who have more than $1 million in investable assets. Mercer Global Advisors Inc has a number 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 for financial advice depend on the services offered. Fee types charged by Mercer Global Advisors Inc likely consist 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
James Taylor Work History
James has been registered as a financial advisor for 2 years.*
Mercer Global Advisors
Cable Hill Partners, LLC
Versant Capital Management, Inc
2B Claim Services
Brighton Jones
Qbe
Adecco As Contractor For Qbe
Taylor Financial, LLC
*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 James Taylor 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
Denver, CO
Boulder, CO
Santa Barbara, CA
Santa Barbara, CA
Walnut Creek, CA
Denver, CO
Vienna, VA
New York, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
