Meet Jedd
Jedd is a Principal who is based in Walnut Creek, California. He joined Mercer Advisors in 2022 after serving at Royal Alliance Associates as a Sr. Financial Advisor for more than 200 client households. Jedd began his career in 2006 at Pettinelli Financial Partners (formerly Signator Investors) where he served for nine years. He is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in corporate finance and financial services from San Francisco State University.
His working style
Jedd’s working style emphasizes empathetic listening and taking time to understand what makes each client’s situation distinct. He focuses on simplifying complex strategies so decisions can feel clear and manageable. By using numbers, visuals, and real‑world examples, he helps clients better understand their options and move forward in ways that feel informed and comfortable.
Jedd in real life
What keeps you busy outside of work?
Family. I come from a big Filipino family and there is always something to celebrate.
Favorite thing about where you live?
I was born in San Francisco, raised in Vallejo, and now live in Redwood City. I love the Bay Area for its diversity, good food, and of course our sports teams. Go Niners, Warriors, and Giants!
Any words you try to live by?
“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” ~ Ferris Bueller’s Day Off
Jedd’s snapshots
Meet Jedd’s Teammates
Melody Manzanedo
Manager, Client Service
What Jedd Says
Melody is the engine that keeps everything running behind the scenes. Whether she’s coordinating meetings, training other client service specialists, or preparing important documents for clients, her impact is felt in every part of our work. She’s the reason our team operates so smoothly.
Alejandro H. Aguilar
Sr. Financial Planner
What Jedd Says
Alejandro’s attention to detail in preparing financial plans helps create a tailored experience for our clients. His work allows clients to clearly visualize the potential outcomes of different scenarios, helping to give them the clarity and confidence they need to make informed decisions.
Alexis Ragus-Wines
Sr. Tax Manager
What Jedd Says
I am incredibly grateful for the guidance Alexis provides to my clients. She is knowledgeable, patient, and always takes the time to answer every question with care. Her commitment to delivering clarity and comfort helps make a meaningful difference and our clients are better served because of her dedication.
David Oh
VP, Wealth Strategy
What Jedd Says
David’s knowledge and his ability to clearly explain complex estate strategies are exceptional. He brings clarity to topics that often feel overwhelming, empowering clients to help make confident, informed decisions.
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