Jacob Walter Gee
Investment Adviser Representative at Mercer Global Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Walter Gee is an investment adviser representative with Mercer Global Advisors Inc. in Walnut Creek, CA, where they have been registered since 2022. They have worked in the securities industry since 2020. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Westmont CollegeAug 2013 – May 2017Santa Barbara, CA
- UnemployedMay 2017 – Aug 2017San Ramon, CA
- Panda ExpressAug 2017 – Nov 2017Fremont, CA
- Aerotek (Contractor at AssetMark)Dec 2017 – May 2018Concord, CA
- AssetMark Financial, Inc.May 2018 – Jan 2019Concord, CA
- AssetMark Brokerage, LLCSep 2018 – Jan 2019Concord, CA
- Mercer Global Advisors Inc.Jan 2019 – Mar 2019Walnut Creek, CA
- Mercer Global Advisors Inc.Mar 2019 – Aug 2022Walnut Creek, CA
- Mercer Global Advisors Inc.Sep 2023 – Dec 2025Walnut Creek, CA
- Mercer Global Advisors Inc.Jan 2026 – no end date reportedWalnut Creek, CA
- Mercer Global Advisors Inc.Aug 2022 – Sep 2023Walnut Creek, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mercer Global Advisors Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Wealth Path - First $1,000,0001.30%
- Wealth Path - Next $1,000,0001.00%
- Custom Wealth / Ascend Group - First $1,000,0001.10%
- Custom Wealth / Ascend Group - Next $1,000,0001.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 740
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Denver, CO
- SEC file number:
- 801-69271
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Mercer Global Advisors Inc.
Showing 12 of 740 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Walter Gee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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