Dennis Jablonoski
Dennis Jablonoski is a registered investment advisor at Mercer Global Advisors INC., based in Denver, CO, with 36 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
1200 17th Street, Suite 2000, Denver, CO, 80202
Get directionsHistory
Regulatory History (1)
Regulatory
July 2002Other Business Activities
Dennis referees high school sporting events, dedicating a few hours per week to the NJ Interscholastic Athletic Association. He also works full-time for Mercer Advisors and spends minimal time as a registered representative of Andrew Garrett Inc.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Andrew Garrett INC.Broker
Cordasco Financial Network, INC.
Bcg Securities, INC.Broker
Bcg Securities, INC.
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
Janney Montgomery Scott LLCBroker
U.S. Clearing CORP.Broker
Murphey, Marseilles, Smith & Nammack, INC.Broker
Adler Coleman & CO., INC.Broker
First Options of Chicago, INC.Broker
State Registrations3 states
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.