Investment adviser representative · Mercer Global Advisors Inc.
Justin M. Shane
CRD 6201204 · Santa Barbara, CA
At a glance
Justin M. Shane is an investment adviser representative with Mercer Global Advisors Inc. in Santa Barbara, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Justin’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Mercer Global Advisors Inc.Since April 2014Santa Barbara, CA · $84B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Justin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.