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Jameson Ford

Advisor at Mercer Global Advisors Inc. — Saint Petersburg, FL

Updated today

Credentials

Series 65

Experience

1 year

Location

Saint Petersburg, FL

Mercer Global Advisors Inc. logo

Mercer Global Advisors Inc.

Enterprise

Total advisors

733

Across 245 offices

Clients per advisor

48 Low

Avg AUM per client

$2,214,259 Very High

HNW client ratio

53% Very High

About

Jameson Ford is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Citi and Fisher Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Client services

Based on Mercer Global Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Trust services, estate planning, consultation

Expertise

Based on Mercer Global Advisors Inc.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Mercer Global Advisors Inc.

Founder/Business Owner Executive Retired

Demographic focus

Based on Mercer Global Advisors Inc.

Women Professionals Established Professionals

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Fee options

Fixed

Additional or extraordinary services fees may be charged separately; estate planning document preparation via ASLG may incur additional fees

Percentage

$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.00%

Project-based

Financial planning-only services invoiced quarterly in advance; fees vary depending on complexity; tax preparation services available at negotiated rates

Other

Account minimum: $1,200 annually for Guided Investing; $6,000 for Wealth Path; $15,000 for Custom Wealth; $75,000 for Ascend Group; $150,000 for Regis ultra-high net worth service offering Minimum fee: Guided Investing: $1,200 annually; Wealth Path: $6,000; Custom Wealth: $15,000; Ascend Group: $75,000; Regis: $150,000 minimum annual advisory fee

Location

See office

Saint Petersburg, FL

Saint Petersburg FL

Advisors at this office

1

Most active in

Florida

Work history

1 year of industry experience

Mercer Global Advisors Inc.

2025 - Present • 1 year

Saint Petersburg, FL

Citi

2024 - 2025 • 1 year

Tampa, FL

Unemployed

2024 - 2024 • 1 year

Saint Petersburg, FL

Fisher Investments

2024 - 2024 • 1 year

Tampa, FL

Fisher Investments

2022 - 2024 • 2 years

Tampa, FL

Unemployed

2021 - 2021 • 1 year

Streamwood, IL

Systecon North America

2021 - 2021 • 1 year

Arlington, VA

Unemployed

2021 - 2021 • 1 year

Streamwood, IL

The University of Alabama

2020 - 2020 • 1 year

Tuscaloosa, AL

Streamwood Park District

2020 - 2020 • 1 year

Streamwood, IL

The University of Alabama

2019 - 2020 • 1 year

Tuscaloosa, AL

Streamwood Park District

2019 - 2019 • 1 year

Streamwood, IL

The University of Alabama

2018 - 2019 • 1 year

Tuscaloosa, AL

Streamwood Park District

2018 - 2018 • 1 year

Streamwood, IL

The University of Alabama

2017 - 2018 • 1 year

Tuscaloosa, AL

Streamwood Park District

2017 - 2017 • 1 year

Streamwood, IL

Larkin High School

2016 - 2017 • 1 year

Elgin, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Dean H

Series 63, Series 66

Seminole, FL

Edward Jones

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner LGBTQIA
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Jacob W

Series 66

Saint Petersburg, FL

Wyand Wealth LLC

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Income planning Cash flow / budgeting Home buying
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Joseph S

CFP®, Series 63, Series 65

St Petersburg, FL

IQ Retirement Portfolios LLC

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

Annuities
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