Jeffrey Merkow
Jeffrey Merkow is a registered investment advisor at Jsm Investment Management, based in Seminole, FL, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
JSM Investment Management offers managed accounts for a flat fee based on tiers of assets under management, paid quarterly. The fee is based on the complexity of larger accounts. The exact fee will be quoted based on the nature and total dollar value of your account and may be negotiable. Fees are paid regardless of the profitability in the client's account.
Location
Seminole, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in fixed insurance sales since August 2024, which is investment-related and conducted at the same address as the branch. This activity requires a few hours per week during trading hours.
Employment History
Current Registrations
Jsm Investment Management
Previous Registrations
Fortis Capital Advisors, LLC
Fortis Capital Advisors, LLC
Financial Engines Advisors L.L.C.
Severin Investments LLC
Investment Philosopher, LLC
Jarred Bunch Consulting, LLC
Investment Philosopher, LLC
Investment Philosopher
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.