Paul Harvey Jochimsen
Investment adviser representative at Merit Financial Advisors
17 yearsExperience
2 statesRegistered in
$23.9BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsSep 2022 to now
- LPL Financial LLCSep 2022 to Aug 2024
- Cambridge Investment Research Advisors, Inc.Mar 2019 to Sep 2022
- Cambridge Investment Research, Inc.Feb 2019 to Sep 2022
- Morgan Stanley Private Bank, N.A.Jan 2015 to Feb 2019
- Morgan Stanley Smith Barney LLCJun 2009 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1813508
- Firm CRD
- 142457