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TJ
CFP
TJ
CFP

Tracy Jackson

Mercer Global Advisors INC.
32 Years of Experience
Newport Beach, CA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Tracy Jackson is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Newport Beach, CA, with 32 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B in assets under management.

Mercer Global Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
740 advisors
Number of Clients
36,172 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$84.4B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.50%

Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

620 Newport Center Drive, Suite 1030, Newport Beach, CA, 92660

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1996
Settled
Customer Dispute
September 1994
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Tracy is a licensed insurance agent selling insurance-related products through Enhanced Insurance Services, dedicating a few hours per week to this activity. She also works as a consultant for Enhanced Solutions, LLC, focusing on M&A consulting, and owns Evans Pens, a woodworking business, spending minimal time on each.

Employment History
Current Registrations
Mercer Global Advisors INC.
October 2019 - Present · 7 yrs
Previous Registrations
Jackson Financial Management
October 1995 - March 2020 · 24 yrs 5 mos
Fsc Securities Corporation
June 1994 - October 2009 · 15 yrs 4 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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