John Benedict Brazier
Investment adviser representative at Merit Financial Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.9BFirm assets
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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
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsAug 2022 to now
- LPL Financial LLCAug 2022 to Aug 2024
- Cambridge Investment Research Advisors, Inc.Sep 2019 to Aug 2022
- Cambridge Investment Research, Inc.Sep 2018 to Aug 2022
- American United Transportation GroupMay 2017 to Sep 2018
- University of Wisconsin - WhitewaterSep 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 7014571
- Firm CRD
- 142457