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Jeffrey George Merwin

FINANCIAL MANAGEMENT NETWORK INC·MISSION VIEJO, California
SIE, Series 7, Series 14, Series 24, Series 66Clean record12 years registeredFINANCIAL MANAGEMENT NETWORK INC
26041 ACERO, MISSION VIEJO, CA 92691CRD# 5165996Firm CRD# 110454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey George Merwin · MISSION VIEJO, CA
Registration
CRD #5165996 · FINANCIAL MANAGEMENT NETWORK INC · 12 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL MANAGEMENT NETWORK INC
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 66
Registration record
First registered · November 6, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL MANAGEMENT NETWORK INC
CRD 110454 · SEC 801-40473
AUM
$1.8B
Regulatory assets under management
Employees
49
4,200 client accounts
Services offered by FINANCIAL MANAGEMENT NETWORK INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL MANAGEMENT NETWORK INC →
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05

Frequently Asked Questions

What services does Jeffrey George Merwin offer?
Jeffrey George Merwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MISSION VIEJO, California for a consultation.
What are Jeffrey George Merwin's credentials?
Jeffrey George Merwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey George Merwin located?
Jeffrey George Merwin is based in MISSION VIEJO, California, working with FINANCIAL MANAGEMENT NETWORK INC. Their office serves clients in the MISSION VIEJO metropolitan area and surrounding communities.
How does Jeffrey George Merwin charge for services?
Jeffrey George Merwin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: quarterly fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT NETWORK INC?
FINANCIAL MANAGEMENT NETWORK INC has approximately 49 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL MANAGEMENT NETWORK INC

John J Merwin
MISSION VIEJO, CA
Matthew Scott Merwin
MISSION VIEJO, CA
CFP
Matthew Michael Merwin
MISSION VIEJO, CA
CFP

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Research
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