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Jake Meza

Financial Planner

CFP®

jmeza@merceradvisors.com

Jake is a CERTIFIED FINANCIAL PLANNER™ professional with a strong desire to help people, and strives to be the best resource for those around him. He is excited to be part of Mercer Advisors’ Bloomington branch because of their dedication to doing what is right for their clients. He is passionate about providing excellent service to Mercer Advisors’ clients, as well as supporting the team. Jake is a people person who is adaptable, self-motivated, and a lifelong learner. Jake graduated from the University of North Dakota with a Bachelor of Business Administration. He and his wife live in Edina. In his spare time, he loves volunteering with his former junior pool/billiards league to help kids develop their skills. Additionally, he enjoys spending time with his friends and family, trying out new recipes, traveling, watching the NBA, and playing with his rescue dog, Kovu.

Bloomington

8500 Normandale Lake Blvd.
Suite 950
Bloomington, Minnesota 55437

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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