Unclaimed Profile

Jeremy Andrew Burger

MERRIMAN WEALTH MANAGEMENT, LLC·SEATTLE, Washington

Series 65Clean record22 years registeredMERRIMAN WEALTH MANAGEMENT, LLC

920 FIFTH AVENUE, SEATTLE, WA 98104CRD# 4621172Firm CRD# 166580

Profile Verification

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

Identity

Jeremy Andrew Burger · SEATTLE, WA

Registration

CRD #4621172 · MERRIMAN WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Feb 2025 – present

MERRIMAN

Jan 2013 – Mar 2025

SEATTLE, WA

MERRIMAN, LLC

Dec 2007 – Jan 2013

SEATTLE, WA

SYNERGY FINANCIAL MANAGEMENT, LLC

Aug 2004 – Nov 2007

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERRIMAN WEALTH MANAGEMENT, LLC

CRD 166580 · SEC 801-77544

AUM

$3.6B

Regulatory assets under management

Employees

2,370 client accounts

Services offered by MERRIMAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MERRIMAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Andrew Burger offer?

Jeremy Andrew Burger specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.

What are Jeremy Andrew Burger's credentials?

Jeremy Andrew Burger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Andrew Burger located?

Jeremy Andrew Burger is based in SEATTLE, Washington, working with MERRIMAN WEALTH MANAGEMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Jeremy Andrew Burger charge for services?

Jeremy Andrew Burger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERRIMAN WEALTH MANAGEMENT, LLC?

MERRIMAN WEALTH MANAGEMENT, LLC has approximately 55 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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