Unclaimed Profile

John J Merwin

FINANCIAL MANAGEMENT NETWORK INC·MISSION VIEJO, California

Clean recordFINANCIAL MANAGEMENT NETWORK INC

26041 ACERO, MISSION VIEJO, CA 92691CRD# 6249352Firm CRD# 110454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John J Merwin · MISSION VIEJO, CA

Registration

CRD #6249352 · FINANCIAL MANAGEMENT NETWORK INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John J Merwin is a registered financial advisor based in MISSION VIEJO, California, affiliated with FINANCIAL MANAGEMENT NETWORK INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL MANAGEMENT NETWORK INC

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL MANAGEMENT NETWORK INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: QUARTERLY FEES

Regulatory

SEC/IARD CRD# 6249352

Firm CRD# 110454

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John J Merwin offer?

John J Merwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MISSION VIEJO, California for a consultation.

What are John J Merwin's credentials?

John J Merwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John J Merwin located?

John J 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 John J Merwin charge for services?

John J 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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