Jacob Gee

Wealth Advisor

Jacob Gee




Jacob is passionate about utilizing holistic financial planning to serve his clients so that they may achieve their personal and financial goals. He began his career in the financial services industry in 2017. Prior to joining Mercer Advisors, he worked at AssetMark Investment Services in their trade operations department. Jacob graduated cum laude from Westmont College with a B.A. in Business & Economics, and Psychology. He completed the Financial Planning Certificate program at Boston University and is a CERTIFIED FINANCIAL PLANNER™ professional. Jacob also holds the FINRA Series 65 License. He is a native of the Bay Area and in his free time enjoys spending time with his wife, following sports, and watching movies.

Walnut Creek

100 Pringle Avenue
Suite 310
Walnut Creek, California 94596

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