Jessica Caruso
Executive Managing Director
CFP®
jcaruso@merceradvisors.com
877.494.5123
Jessica has been with Mercer Advisors since 2007. She serves as executive managing director for the company’s western division, overseeing approximately 20 branch offices. She also manages large client relationships, delivering comprehensive financial planning and helping to enhance clients’ financial well-being. Jessica is a member of the firm’s executive leadership council, the investment committee, and the steering committee for our InvestHERs women’s initiative. In recent years, Forbes has recognized her as one of the Top Women Wealth Advisors in 2020 and 2021, the Top Next-Gen Wealth Advisors in 2021, the Top Best-In-State Women Advisors in 2022 and 2024, and the Top Best-In-State Wealth Advisors in 2022 and 2024. Jessica graduated cum laude from Westmont College with a degree in economics and business. She currently lives in Santa Barbara with her husband and three sons.
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The Forbes ranking of Top Next Gen Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 3,389 advisors were considered for the Next-Gen ranking. 500 advisors were named to the final Next-Gen advisors list.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.