Jake Taylor Springer

5 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Mercer Global Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

605 advisors

Number of Clients

31,333 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$60.3B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$800

Location

35 NW Hawthorne Ave, Bend, OR, 97703

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Mercer Global Advisors INC.

September 2025 - Present · 5 mos

My Legacy Advisors, LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Northwestern Mutual Investment Services,llc

May 2019 - October 2022 · 3 yrs 5 mos

Northwestern Mutual Investment Services, LLCBroker

May 2019 - October 2022 · 3 yrs 5 mos

Edward Jones

September 2017 - March 2018 · 6 mos

Edward JonesBroker

August 2017 - March 2018 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.