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Renee J. Weston

CRD#: 6159095
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Renee Jeanette Weston

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Renee Jeanette Weston, who also goes by Renee J Holoubek, Renee Jeanette Holoubek, Renee J Kahn, Renee Jeanette Kahn, Renee Kahn, Renee J Weston, Renee Weston, was a registered financial professional .

Renee is a previously registered financial professional and started their career in finance in 2013. Renee had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Renee J Holoubek | Renee Jeanette Holoubek | Renee J Kahn | Renee Jeanette Kahn | Renee Kahn | Renee J Weston | Renee Weston

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 16, 2025 - April 9, 2026

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
SPRING, TX
Past

January 16, 2024 - September 30, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
MAGNOLIA, TX
Past

January 16, 2024 - September 30, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MAGNOLIA, TX
Past

January 26, 2022 - October 5, 2023

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
The Woodlands, TX
Past

January 26, 2022 - October 5, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
The Woodlands, TX
Past

December 9, 2014 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
The Woodlands, TX
Past

December 9, 2014 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
THE WOODLANDS, TX
Past

December 9, 2014 - October 5, 2023

TD AMERITRADE, INC.

BD
CRD#: 7870
The Woodlands, TX
Past

December 16, 2013 - December 3, 2014

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SPRING, TX
Past

December 16, 2013 - December 3, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SPRING, TX
Past

June 10, 2013 - October 10, 2013

EDWARD JONES

RIA
CRD#: 250
THE WOODLANDS, TX
Past

March 21, 2013 - October 10, 2013

EDWARD JONES

BD
CRD#: 250
THE WOODLANDS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MG
MERCER GLOBAL ADVISORS INC.
MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA
Registered Investment Advisory firm - (5/30/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/20/2013
General Securities Representative Examination

Current Firm

MG
MERCER GLOBAL ADVISORS INC.
MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA
Registered Investment Advisory firm - (5/30/2008 Approved)
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Contact information

Main Address
1200 17th Street Suite 2000, Denver, CO 80202
Mailing Address
Phone number
(888) 885-8101
Established
Firm type
Fiscal year end
# of Employees
1,166

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERCER ADVISORS ADV 2A 12/24/2025 (12/24/2025)

Regulatory assets under management

Total Number of Accounts99,044
AUM (Assets Under Management)$ 60,256,270,580

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/29/2025
Cover Page
Report
07/31/2024
Cover Page
Report
09/28/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERCER GLOBAL ADVISORS INC.

CRD#: 147363

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