Jeffrey George Merwin
Investment adviser representative at Financial Management Network Inc
17 yearsExperience
6 statesRegistered in
$2.1BFirm assets
34 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
Experience
17 years in the industry.
- Fmn Capital CorporationJan 2011 to now
- Financial Management Network, IncJun 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, MN, NC, TX).
Financial Management Network Inc
$2.1BAssets managed
1,528Clients
21Advisers
34 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
- 5165996
- Firm CRD
- 110454