Jeff Blum

Regional Vice President

Jeff Blum headshot

Jeff began his career in financial services in 2011 and has worked for two of the largest asset managers in the industry. He joined Mercer Advisors after seven years at Capital Group / American Funds, where he managed large, strategic relationships with broker-dealer, banking, and custodial firms. Jeff has a passion for developing relationships with prospective clients and help guide them to confidence and stability in their financial life. He earned a BA degree from the University of California, Berkeley, and an MA degree from the University of Southern California, and he holds the FINRA Series 65 license. Jeff is a fourth-generation San Franciscan and lives in Marin County with his wife and three kids. He enjoys traveling, skiing, and all that beautiful Northern California has to offer.

Walnut Creek

100 Pringle Avenue
Suite 310
Walnut Creek, California 94596

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