Jason
O'Meara
Mercer Global Advisors Inc
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About this Advisor
Jason O'Meara is a financial advisor based in Wayne, Pennsylvania, working with Mercer Global Advisors Inc. Jason has previously held positions at Prudential Financial Planning Services, Pruco Securities, The Leaders Group Inc, Nautic Financial Group, Lpl Financial LLC, Great Valley Advisor Group, Inc, Sfg Wealth Planning, Mercer Global Advisors Inc, The American College Of Financial Services, and Tlg Advisors, Inc. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, Pennsylvania, and Texas. Currently, Jason is part of Mercer Global Advisors Inc, which operates out of Wayne, Pennsylvania. 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
Jason O'Meara Work History
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Sfg Wealth Planning
The Leaders Group Inc
Nautic Financial Group
Lpl Financial LLC
Great Valley Advisor Group, Inc
The American College Of Financial Services
Tlg Advisors, Inc
Prudential Financial Planning Services
Pruco Securities
Disclosures
Please visit the SEC profile of Jason O'Meara 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
Houston, TX
San Diego, CA
Denver, CO
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Dallas, TX
Wheat Ridge, CO
New York, NY
Appleton, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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