Denver-based RIA Mercer Global Advisors says it is buying Jackson Financial Management of Costa Mesa, California. Jackson Financial works with about $510 million in client assets, while Mercer’s clients have a total of $16 billion.
Founded in 1995 by Tracy O. Jackson, CFP, Jackson Financial includes 14 team members.
“Tracy and his team share our commitment to excellence and vision to deliver a truly integrated set of wealth management services all from one trusted firm,” according to Mercer CEO Dave Welling. “JFM’s team, led by Tracy, are fantastic additions to the team and add to both our talent and expertise.”