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Kevin Jack

Managing Director

Kevin Jack

CFP®

kjack@merceradvisors.com

480.471.5518

Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Managing Director, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.

Albuquerque

6565 Americas Parkway NE
Suite #200
Albuquerque, New Mexico 87110

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Newport Beach

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

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San Diego

9740 Appaloosa Road
Suite 150
San Diego, California 92131

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Scottsdale

7033 East Greenway Parkway
Suite 290
Scottsdale, Arizona 85254

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