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Jeffrey Michael Mercer

ISLAY CAPITAL MANAGEMENT, LLC·LUBBOCK, Texas
Unclaimed Profile
8001 QUAKER AVENUE, LUBBOCK, TX 79424CRD# 4935524Firm CRD# 114531
01

About

Jeffrey Michael Mercer is a registered financial advisor based in LUBBOCK, Texas, affiliated with ISLAY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ISLAY CAPITAL MANAGEMENT, LLC
MCDONALD CAPITAL MANAGEMENT
AUM
$287M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ISLAY CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 4935524
Firm CRD# 114531
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in LUBBOCK
Susan Denise Smith — BONNER & SMITH, LLCWilliam Hamilton Lowell — LOWELL AND COMPANY INCEric Craig Mcdonald — ISLAY CAPITAL MANAGEMENT, LLCChad Justin Smith — SMITH INVESTMENT ADVISOR, LLCRaymond Keith Bonner — BONNER & SMITH, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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