Jerrod
Dawson
Mercer Global Advisors Inc
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About this Advisor
Jerrod Dawson is a chartered financial analyst based in Dallas, Texas with 1 year of industry experience. Dawson is an advisor for Mercer Global Advisors Inc. Throughout their career, they have worked at Raymond James Financial Services, Inc, Quest Capital Management, Zamtap Capital and Mercer Global Advisors. Dawson has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Texas. Mercer Global Advisors Inc is a registered investment business operating out of Denver, CO. The company has offices in 80 locations and a total of 900 financial advisors. It administers $35 billion in assets under management across 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 customer accounts, 34% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company has a wide assortment 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 management fees largely depend on which service is provided. However, fees billed by Mercer Global Advisors Inc most likely include 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
Jerrod Dawson Work History
Jerrod has been registered as a financial advisor for 1 years.*
Mercer Global Advisors
Raymond James Financial Services, Inc
Quest Capital Management
Zamtap Capital
*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 Jerrod Dawson 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
Denver, CO
Santa Barbara, CA
Portland, OR
Denver, CO
Walnut Creek, CA
New York, NY
Vienna, VA
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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