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Jacob Paul Mercer

WHITEBOX ADVISORS LLC·MINNEAPOLIS, Minnesota
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3033 EXCELSIOR BOULEVARD, MINNEAPOLIS, MN 55416CRD# 2987667Firm CRD# 121995
01

About

Jacob Paul Mercer is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with WHITEBOX ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WHITEBOX ADVISORS LLC
WHITEBOX ADVISORS LLC
AUM
$9.6B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at WHITEBOX ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2987667
Firm CRD# 121995
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Paul Mercer offer?
Jacob Paul Mercer specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Jacob Paul Mercer's credentials?
Jacob Paul Mercer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Paul Mercer located?
Jacob Paul Mercer is based in MINNEAPOLIS, Minnesota, working with WHITEBOX ADVISORS LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Jacob Paul Mercer charge for services?
Jacob Paul Mercer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITEBOX ADVISORS LLC?
WHITEBOX ADVISORS LLC has approximately 65 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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