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Jonathan Vance

Associate Financial Planner

jvance@merceradvisors.com

Jonathan joined Mercer Advisors as part of the HYA Advisors acquisition. At HYA, he started as a Wealth Management Intern until he began working full time as a Client Service Associate. He takes pride in delivering high-quality work in a timely manner. Prior to starting his financial career, Jonathan graduated from Missouri State University with a bachelor’s degree in Finance with a personal financial planning emphasis. He is currently pursuing the CFP® certification. Jonathan enjoys furthering his relationship with clients while helping create solutions for their long-term financial goals. Outside of the office, he enjoys watching football, duck hunting, and travelling to anywhere with a beach.

Springfield

1256 East Kingsley

Springfield, Missouri 65804

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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.

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