JM
JM

Jeffrey George Merwin

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,334 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000
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Location

26041 Acero, Mission Viejo, CA, 92691

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeffrey owns 2.5% of FMN Centerpoint LLC, which owns commercial real estate, and 25% of FMN Centerpointe West LLC, which was created to purchase commercial real estate. He is also an appointed agent of various insurance companies and holds a California insurance license for life, health, and variable products, and provides California DMV services.

Employment History
Current Registrations
Financial Management Network INC
November 2013 - Present · 12 yrs 3 mos
Fmn Capital CorporationBroker
February 2011 - Present · 15 yrs
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.