Meet Jeff Witt
Jeff is a Sr. Wealth Advisor based in San Diego, California. He joined Mercer Advisors in 2023 through the acquisition of Private Asset Management which he ran for nearly 20 years as President and CEO. Prior, he served as Sr. Financial Analyst and Economist for the City of San Diego. In this capacity, he played a crucial role in overseeing the financing for the construction of Petco Park, leaving an indelible mark on the city’s landscape. Jeff’s journey in the financial services industry began in 1996 as Equity Analyst for the investment bank, Hanifen Imhoff. Jeff earned dual degrees from the University of Colorado, a B.A. in economics and a B.A. in philosophy of law, graduating cum laude. He is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER® professional.
Jeff Witt’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jeff Witt has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- Supporting professional investors with full-service planning and private market access
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
working style
Jeff focuses on building long‑term relationships grounded in trust and a clear understanding of each client’s goals. That foundation gives him the ability to ask meaningful questions and offer thoughtful guidance that helps clients move confidently toward their financial objectives.
Jeff Witt in real life
What keeps you busy outside of work?
Most of my free time is devoted to my family. I understand that my time with my two sons is fleeting and I want to make the most of our shared experiences.
How do you give back?
I sit on several nonprofit boards where I hope to have a small part in making the world a better place.
Why do you like working at Mercer Advisors?
The Mercer Advisors philosophy of always putting the client first resonates with me and has been a guiding principal throughout my career.
Meet Jeff Witt’s Teammates
Kailen Huffman
Sr. Client Service Specialist
What Jeff Witt Says
Kailen’s care and dedication to her clients are unmatched. She builds deep, lasting relationships, and clients consistently view her as an invaluable resource. Her attention to detail gives me complete confidence that every task will be handled accurately and on time.
David Askew
Managing Partner
What Jeff Witt Says
David’s calm, steady leadership has been essential to Private Asset Management’s transition into the Mercer Advisors family since 2023. His expertise and guidance helped create an integration that was nearly seamless, helping ensure clients continued to receive white glove service throughout the process.
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