Advisor at Mercer Global Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mercer Global Advisors Inc.
Location
Four Oaks, NC
Credentials
Series 66
Industry experience
1 year
Wellthy health care concierge service after initial 6 months costs $450 per care project (charged directly to client account)
Account minimum: $1,000,000 (for Wellthy health care concierge services eligibility) Minimum fee: As of January 1, 2026, minimum fees for Guided Investing, Wealth Path, and Custom Wealth service levels have increased (specific amounts not stated) Fee-only: Financial planning or consulting fees are negotiable and may be charged separately; tax preparation fees charged by affiliated tax specialists (Mercer Advisors Tax Solutions, LLC) with separate agreements
Mercer Global Advisors Inc.
2025 - Present (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - 2025 (6 years)
Homemaker
2019 - 2019 (1 year)
Wells Fargo
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Four Oaks, NC
Fidelity
Brian Jernigan is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Brian worked at State Employees' Credit Union from 2013 to 2021, advancing from Financial Services Representative to Senior Financial Services Officer II. With over a decade of experience in the financial industry, Brian is a CERTIFIED FINANCIAL PLANNER4 professional. He focuses on client collaboration and education to develop personalized financial plans tailored to individual goals. Outside of his professional career, Brian enjoys camping, outdoor adventures, parenthood, scuba diving, and traveling.
Series 66
Smithfield, NC
Edward Jones
Series 66
Dunn, NC
Edward Jones
Series 66
Benson, NC
Edward Jones
CFP®, Series 66
Raleigh, NC
Edward Jones
Series 66
Smithfield, NC
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")