Mercer Advisors Logo

Jake Wedemeyer

RVP, Wealth Advisor

CFP®

jwedemeyer@merceradvisors.com

Jake began his career as a financial advisor after graduating from Minnesota State University-Mankato, in 2003, with a Bachelor of Science degree in business management. He has worked with clients for almost two decades, and he earned his CERTIFIED FINANCIAL PLANNER™ certification in 2011. As a CFP® professional, Jake understands the six key areas of financial planning, focusing particularly on retirement planning, investment planning, deferred compensation, and equity compensation. Jake and his wife, both Minnesota natives, have now settled in McKinney, Texas, with their son. In his free time, Jake enjoys cooking, training in jujitsu, and being let down by Minnesota sports teams.

Rockwall

1 Horizon Court
Suite A
Rockwall, Texas 75032

Visit Office
Back to search

Why not get in touch?

We’ll team you up

with one of our talented wealth advisors who will help you connect all your financial dots

Let's Talk

Let’s Connect Your Dots

888.565.1681

HOW WE WORK

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services
Ascend Group
Business Retirement Plans
Foundation & Endowment

FIND AN ADVISOR

Locations
Advisor Directory

INSIGHTS

Newsroom

PARTNER WITH US
CAREERS

CLIENT LOGIN

Investment Accounts
Financial Planning Portal
Aspire Retirement Plan Portal

CONTACT US

Follow Us
Linkedin Twitter Facebook Instagram Apple

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.

Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.

©2023 Mercer Global Advisors Inc. All rights reserved.

If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.