Jeffrey G. Merwin is the co-owner of Financial Management Network Inc. He is involved in managing the operations and development of the firm, and oversees the investments of Financial Management Network Inc. With over 10 years of experience as a Financial Advisor and executive leader of FMN Inc. Jeff is equipped to help his clients create customized financial solutions to pursue their goals. He is a Certified Financial Planner professional as designated by the Certified Financial Planner Board of Standards and is also a member of the Financial Planner Association. Originally from the East Coast, Jeff received his Bachelor of Science in Economics-Finance from Bentley University in Waltham,
Jeffrey Merwin
Co-Owner, Registered Investment Advisor
Financial Management Network Inc
United States, California, Mission Viejo
About Me
Profile Information
Co-Owner, Registered Investment Advisor
Financial Management Network Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Mission Viejo
California
United States
Sep 16, 2024
More profiles to browse
MC
Matthew Conner
Financial Planner
Curtis Farrell
Advisor
MM
Matthew Merwin
Founder and President
JC
Joseph Cavallo
Certified Financial Planner ® , RIA, Registered Representative,
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc