Jacqueline
Schlup

Mercer Global Advisors Inc

CRD#6142807
Investment Advisor
in Dallas, TX

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About this Advisor

Jacqueline Schlup is a certified financial planner operating out of Dallas, Texas, who has 2 years of industry experience. Schlup is on the advisory team at Mercer Global Advisors Inc. Their career trajectory has included roles at Edward Jones, Commerce Brokerage Services, Inc, Strategic Financial Planning, Fsc Securities Corp, Raymond James Financial Services, Inc, Brennan Wealth Advisors, LLC, Quest Capital Management, Inc and Mercer Global Advisors. Schlup has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Mercer Global Advisors Inc is an advisory business operating out of Denver, CO. The company has offices in 80 locations and a total of 900 advisors. It oversees $35 billion in assets between its 76,213 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 89 charitable organizations. Of its 76,213 accounts, 34% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm 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. Financial advisory fee schedules typically are based on the type of financial services provided. Fees charged by Mercer Global Advisors Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8117 Preston Road Suite 700
Dallas, TX 75225

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

TX Average: $2,349,664,866
Total Number of Employees

900

TX Average: 28
Total Number of Accounts

76,213

TX Average: 1,101
Average Account Size

$461,098

TX Average: $2,134,119

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

Jacqueline Schlup Work History

Jacqueline has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mercer Global Advisors

2020 - Present (4 years)

Raymond James Financial Services, Inc

2020 - Present (4 years)

Quest Capital Management, Inc

2017 - 2019 (2 years)

Fsc Securities Corp

2017 - 2019 (2 years)

Brennan Wealth Advisors, LLC

2016 - 2016 (< 1 year)

Strategic Financial Planning

2014 - 2016 (2 years)

Commerce Brokerage Services, Inc

2012 - 2014 (2 years)

Edward Jones

*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 Jacqueline Schlup 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

James Roundy
Portland, OR
Tabetha Meier
Denver, CO
Melissa Dresnok
Denver, CO
Renee Pichette
Boulder, CO
Nicholas Campbell
Atlanta, GA
Korina Kaio-Maddox
Denver, CO
Rudolph Brandes
Denver, CO
Justin Shane
Santa Barbara, CA

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.

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