Jonas Noack, Cfa, Cfp®
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Jonas Noack, Cfa, Cfp® Email & Phone Number

Wealth Advisor at Mercer Advisors at Mercer Advisors
Location: San Diego, California, United States 5 work roles 2 schools
1 work email found @ngc.com 2 phones found area 858 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@ngc.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mercer Advisors
Role
Wealth Advisor at Mercer Advisors
Location
San Diego, California, United States
Company size
413 employees

Who is Jonas Noack, Cfa, Cfp®? Overview

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Quick answer

Jonas Noack, Cfa, Cfp® is listed as Wealth Advisor at Mercer Advisors at Mercer Advisors, a company with 413 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at ngc.com, phone signal with area code 858, and a matched LinkedIn profile for Jonas Noack, Cfa, Cfp®.

Jonas Noack, Cfa, Cfp® previously worked as Wealth Advisor at Mercer Advisors and Principal Investment Analyst at Northrop Grumman. Jonas Noack, Cfa, Cfp® holds Master Of Science - Ms, Finance from University Of San Diego.

Company email context

Email format at Mercer Advisors

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*@ngc.com
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AeroLeads found 1 current-domain work email signal for Jonas Noack, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jonas Noack, Cfa, Cfp®

Detail-oriented investment professional with experience providing investment advisory services to institutional clients. Sound understanding of economic and investment theory and practices. Extensive experience in all aspects of the investment consulting process: asset allocation, manager research/due diligence, portfolio monitoring and reporting, and in-person/virtual client presentations.San Diego Padres fan, who enjoys cooking, golfing and hiking with my wife and two dogs in my spare time.

Listed skills include Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, and 15 others.

Current workplace

Jonas Noack, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Mercer Advisors
Mercer Advisors
Wealth Advisor at Mercer Advisors
denver, colorado, united states
Website
merceradvisors.com
Employees
413
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Company profile
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5 roles

Jonas Noack, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Mercer Advisors

San Diego, California, United States

Oct 2023 - Present

Principal Investment Analyst

Northrop Grumman

El Segundo, California, United States

  • Member of three-person team overseeing approximately $14 billion in public and private credit assets
  • Prepared monthly asset allocation materials to assist in portfolio positioning and funded status monitoring
  • Developed monthly and quarterly reporting of public credit portfolio, including internal attribution and exposure analysis
  • Assisted and prepared detailed analysis for investment memorandums to the CIO
  • Regularly conducted meetings with current and prospective managers for ongoing monitoring and diligence
  • Frequently used Bloomberg and eVestment for various ad-hoc projects and market research
Oct 2022 - Oct 2023

Investment Analyst

Meketa Investment Group

Carlsbad, California

  • Lead analyst on a diverse group of institutional client accounts (public/private pensions, university endowments, corporate defined contribution plans) with assets under advisement ranging from $10 million to $30.
  • Prepared and presented numerous asset allocation solutions tailored to client specific goals.
  • Provided detailed portfolio monitoring, including monthly/quarterly reporting, risk analysis (MVO, stress test/scenario analysis, VaR), and manager due diligence.
  • Participated in various firm research efforts (public/private markets and marketable alternatives), manager research meetings and global macro working group.
  • Regularly attended and presented (in-person or virtually) at quarterly board or investment committee meetings to provide current economic outlook, portfolio update, investment memorandums and educational material.
Aug 2018 - Nov 2021

Claims Professional

Berkshire Hathaway Homestate Companies

Greater San Diego Area

  • Managed Senior level caseload of worker’s compensation claims (130+ claims), while also being the dedicated examiner for multiple multi-million-dollar premium accounts
  • Completed reserve and settlement analyses to proceed in negotiations and resolve files with settlements up to $335,000
  • Completed claim reviews with clients, in person and via teleconference, to present current status of claims and ongoing plan of actions
Jan 2015 - Aug 2017
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →

SO Sasha Onoh Sasha Onoh Colleague at Mercer AdvisorsLos Angeles, California, United States, United States View → AN Andrew Nurse, Cfp®️, Cpfa®️, Mba Andrew Nurse, Cfp®️, Cpfa®️, Mba Colleague at Mercer AdvisorsFranklin, Tennessee, United States, United States View → VS Virginia Starnes Virginia Starnes Colleague at Mercer AdvisorsCharlotte Metro, United States View → JB Jennifer Baick, Mba, Cfp®, Cdfa® Jennifer Baick, Mba, Cfp®, Cdfa® Colleague at Mercer AdvisorsFairfax, Virginia, United States, United States View → RH Robert Hudgens Robert Hudgens Colleague at Mercer AdvisorsSan Antonio, Texas, United States, United States View → RW Rebecca Wolverton Rebecca Wolverton Colleague at Mercer AdvisorsDenver Metropolitan Area, United States View → LD Lasean Davis Lasean Davis Colleague at Mercer AdvisorsDallas-Fort Worth Metroplex, United States View → MM Marlie Montgomery Marlie Montgomery Colleague at Mercer AdvisorsCincinnati, Ohio, United States, United States View → JS Jeannie Seabaugh Jeannie Seabaugh Colleague at Mercer AdvisorsChesterfield, Missouri, United States, United States View → BD Brittany Dorian Brittany Dorian Colleague at Mercer AdvisorsNewport Beach, California, United States, United States View →
2 education records

Jonas Noack, Cfa, Cfp® education

FAQ

Frequently asked questions about Jonas Noack, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jonas Noack, Cfa, Cfp® work for?

Jonas Noack, Cfa, Cfp® works for Mercer Advisors.

What is Jonas Noack, Cfa, Cfp®'s role at Mercer Advisors?

Jonas Noack, Cfa, Cfp® is listed as Wealth Advisor at Mercer Advisors at Mercer Advisors.

What is Jonas Noack, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ngc.com for Jonas Noack, Cfa, Cfp® at Mercer Advisors.

What is Jonas Noack, Cfa, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 858 for Jonas Noack, Cfa, Cfp® at Mercer Advisors.

Where is Jonas Noack, Cfa, Cfp® based?

Jonas Noack, Cfa, Cfp® is based in San Diego, California, United States while working with Mercer Advisors.

What companies has Jonas Noack, Cfa, Cfp® worked for?

Jonas Noack, Cfa, Cfp® has worked for Mercer Advisors, Northrop Grumman, Meketa Investment Group, and Berkshire Hathaway Homestate Companies.

Who are Jonas Noack, Cfa, Cfp®'s colleagues at Mercer Advisors?

Jonas Noack, Cfa, Cfp®'s colleagues at Mercer Advisors include Sasha Onoh, Andrew Nurse, Cfp®️, Cpfa®️, Mba, Virginia Starnes, Jennifer Baick, Mba, Cfp®, Cdfa®, and Robert Hudgens.

How can I contact Jonas Noack, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Jonas Noack, Cfa, Cfp® at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jonas Noack, Cfa, Cfp® attend?

Jonas Noack, Cfa, Cfp® holds Master Of Science - Ms, Finance from University Of San Diego.

What skills is Jonas Noack, Cfa, Cfp® known for?

Jonas Noack, Cfa, Cfp® is listed with skills including Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Teamwork, Financial Modeling, and Time Management.

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