Jacob Mercer
Edelman Financial Services, LLC

Tel: (888) 752-6742
130 S. Bemiston Ave.
Suite 800
Clayton, MO 63105
Edelman Financial Services, LLC | Financial Advisor in Clayton ,MO

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.


General Information

Firm Start Year:   1987
Name of Broker/Dealer:   EF Legacy Securities, LLC
Name of Custodial Firm:   TD Ameritrade PCS Fidelity Pershing Fund Direct Mid-Atlantic Versight

Firm Information

Firm's Number of Clients:   36,525
Assets Managed by Firm:   $21,676,206,852


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Based on Assets, Commissions, Flat Fee



Disclosures

Advisory services offered through Edelman Financial Services, LLC. Securities offered through EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.

1WealthManagement.com's "Top 100 RIAs of 2015" ranking was assembled using data from Meridian- IQ. Advisory firms are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients. And institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. Investor experience/returns were not considered as part of this ranking. Edelman Financial Services ranked 3rd.

2As of March 31, 2018

3Throughout the firm's 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at EdelmanFinancial.com/awards.

Jacob Mercer

Jacob Mercer

Registered Financial Consultant


Formal Education:
Bachelor of Arts in History, Texas Tech University

Business Background:
Jacob Mercer has been an investment advisor for eight years, and has been with Edelman Financial Services since 2016.

Employment History:
2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients.
2010–2016: Financial Consultant at Fidelity Investments. Provided financial advice to clients.
2007–2010: Investment Services Representative at Fidelity Investments. Provided client support services.

Professional Designation(s):
Registered Financial Consultant

Other EFS Planners


Todd  Long

Todd Long


Formal Education:
Bachelor of Science in Finance, Southwest Missouri State University

Business Background:
Todd Long has been an investment advisor for six years, and has been with Edelman Financial Services since 2017.

Employment History:
2017–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients.
2012–2017: Financial Consultant at Fidelity Investments. P ...more

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