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Jeanne Marie Merrell

MONTEREY PRIVATE WEALTH, INC.·MONTEREY, California
Unclaimed Profile
2340 GARDEN ROAD, MONTEREY, CA 93940CRD# 4440578Firm CRD# 114572
01

About

Jeanne Marie Merrell is a registered financial advisor based in MONTEREY, California, affiliated with MONTEREY PRIVATE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MONTEREY PRIVATE WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4440578
Firm CRD# 114572
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeanne Marie Merrell offer?
Jeanne Marie Merrell specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.
What are Jeanne Marie Merrell's credentials?
Jeanne Marie Merrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeanne Marie Merrell located?
Jeanne Marie Merrell is based in MONTEREY, California, working with MONTEREY PRIVATE WEALTH, INC.. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Jeanne Marie Merrell charge for services?
Jeanne Marie Merrell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTEREY PRIVATE WEALTH, INC.?
MONTEREY PRIVATE WEALTH, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONTEREY
Gary Eugene Douglas Alt — MONTEREY PRIVATE WEALTH, INC.Kenneth Burton Petersen — MONTEREY PRIVATE WEALTH, INC.Cristofer Andres Cabanillas — MONTEREY PRIVATE WEALTH, INC.Danny Nmn Darchuck — TOPTURN CAPITAL, LLCSteven Charles Merrell — MONTEREY PRIVATE WEALTH, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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