Unclaimed Profile

Jean M Merriman

THE STRATEGIC FINANCIAL ALLIANCE, INC.·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TO19 years registeredTHE STRATEGIC FINANCIAL ALLIANCE, INC.

2200 CENTURY PARKWAY, ATLANTA, GA 30345CRD# 2449646Firm CRD# 126514

Profile Verification

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

Identity

Jean M Merriman · ATLANTA, GA

Registration

CRD #2449646 · THE STRATEGIC FINANCIAL ALLIANCE, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE

Jul 2017 – Dec 2024

ATLANTA, GA

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Sep 2016 – Nov 2016

ST LOUIS, MO

FIRST ALLIED SECURITIES, INC.

Aug 2008 – Jul 2012

CHESTERFIELD, MO

FIRST ALLIED ADVISORY SERVICES, INC.

Jan 2007 – Sep 2015

CHESTERFIELD, MO

FFP ADVISORY SERVICES INC

Sep 2006 – Jan 2007

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · September 8, 2006

Years registered · 19

Disclosure History

1998Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD 126514 · SEC 801-62226

AUM

$334M

Regulatory assets under management

Employees

1,360 client accounts

Services offered by THE STRATEGIC FINANCIAL ALLIANCE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE STRATEGIC FINANCIAL ALLIANCE, INC. →

Introduction

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Frequently Asked Questions

What services does Jean M Merriman offer?

Jean M Merriman specializes in Financial Planning, Investment Management, Wealth Management.

What are Jean M Merriman's credentials?

Jean M Merriman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jean M Merriman located?

Jean M Merriman is based in ATLANTA, Georgia, last registered with THE STRATEGIC FINANCIAL ALLIANCE, INC..

How does Jean M Merriman charge for services?

Jean M Merriman's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE STRATEGIC FINANCIAL ALLIANCE, INC.?

THE STRATEGIC FINANCIAL ALLIANCE, INC. has approximately 74 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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