UBS Financial Services
47yrs
Top advisor by experience in Virginia
4yrs
Luke Jackson
Financial advisor at Mercer Global Advisors
Luke Jackson is a financial advisor in McLean, Virginia, with 4 years in the industry. Luke joined Mercer Global Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Luke holds the CFP® designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office8180 Greensboro Dr #1010, McLean, VA 22102
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
States licensed ?1 state
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Mar 2026 – nowMercer Global Advisors Inc.Current firm
Contact Luke
(888) 885-8101Firm headquarters in Denver, CO. Ask for Luke. 8180 Greensboro Dr #1010McLean, VA 22102Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Luke
Tailored to Luke’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Luke
How do I contact Luke?
Call Mercer Global Advisors at (888) 885-8101 and ask for Luke Jackson. Luke works from the McLean, VA office.
How long has Luke been a financial advisor?
Luke has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Luke hold?
Series 63. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Luke paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Luke for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
46yrs
Top 1% by experience in McLean
UBS Financial Services
46yrs
Top 1% by experience in Virginia
Wells Fargo Advisors
45yrs
Top 1% by experience nationwide
Spire Wealth Management
45yrs
Top advisor by experience at Spire Wealth Management
UBS Financial Services
44yrs
Top 1% by experience in McLean