Jeffrey Mercer
Jeffrey Mercer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Oakbrook, IL, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1515 W 22nd St Ste 550W, Oakbrook, IL, 60523
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business Activities
Jeffrey is a trustee for his father-in-law and treasurer for DOCOMOMO-US/Chicago, spending minimal time on the latter. He also has 100% ownership of JKM Financial LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.