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Jeffrey George Merwin

Financial Management Network Inc.

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About Jeffrey George Merwin

Jeffrey Merwin is a financial advisor with over 13 years of experience in the financial services industry. Jeffrey has been associated with Financial Management Network Inc. since 2009. Jeffrey currently holds Series 7, 24, 66, and 14 licenses and is registered to provide advisory services in 51 states and the District of Columbia. Jeffrey specializes in providing financial planning and investment management services to individuals, families, and businesses. Jeffrey also provides portfolio management services for pension and profit-sharing plans and insurance companies. Jeffrey is committed to providing his clients with personalized financial advice and strategies tailored to their individual needs.

Firm Information

Jeffrey Merwin is currently registered with Financial Management Network Inc.. Financial Management Network Inc. is an investment advisor based in MISSION VIEJO, CA with approximately $1.8 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Financial Management Network Inc.

26041 ACERO

MISSION VIEJO, CA 92691

$1.80B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Quarterly fees

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Jeffrey Merwin’s Registration & Firm History

CA

12/13/2022 - Present

Financial Management Network Inc. (MISSION VIEJO CA)

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Licenses & Designations

BOTH

Issued 04/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 08/25/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey George Merwin.
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