AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Jeffrey Michael Mercer

ISLAY CAPITAL MANAGEMENT, LLC·LUBBOCK, Texas
Series 65Clean record20 years registeredISLAY CAPITAL MANAGEMENT, LLC
8001 QUAKER AVENUE, LUBBOCK, TX 79424CRD# 4935524Firm CRD# 114531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Mercer · LUBBOCK, TX
Registration
CRD #4935524 · ISLAY CAPITAL MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MCDONALD CAPITAL MANAGEMENT
Jun 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 22, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ISLAY CAPITAL MANAGEMENT, LLC
CRD 114531 · SEC 801-61327
AUM
$287M
Regulatory assets under management
Employees
2
367 client accounts
Services offered by ISLAY CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ISLAY CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LUBBOCK?

Browse all registered financial advisors in LUBBOCK, Texas or claim this profile if it's yours.

Browse LUBBOCK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeffrey Michael Mercer offer?
Jeffrey Michael Mercer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Jeffrey Michael Mercer's credentials?
Jeffrey Michael Mercer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Mercer located?
Jeffrey Michael Mercer is based in LUBBOCK, Texas, working with ISLAY CAPITAL MANAGEMENT, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Jeffrey Michael Mercer charge for services?
Jeffrey Michael Mercer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ISLAY CAPITAL MANAGEMENT, LLC?
ISLAY CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ISLAY CAPITAL MANAGEMENT, LLC

Eric Craig Mcdonald
LUBBOCK, TX

More Advisors in LUBBOCK, Texas

Timothy Drew Mack
HIGH PLAINS INVESTMENT ADVISORS, INC.·LUBBOCK, TX
Michael David Caffey
FAMILY DYNASTY ADVISORS LLC·LUBBOCK, TX
Jesus Armando Longoria
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX
Matthew Dean Peck
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX
Brad Alexander Pruitt
HIGH PLAINS INVESTMENT ADVISORS, INC.·LUBBOCK, TX
Brit Chelsee Inman-Swanson
AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)IRVING (30)FRISCO (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile