JM
JM

John J Merwin

2 Years of Experience
Broker
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 Activities

John owns an LLC that owns commercial real estate and is a minority owner in another LLC created to purchase commercial real estate. He dedicates minimal time to these investment-related activities.

Employment History
Current Registrations
Financial Management Network INC
November 2023 - Present · 2 yrs 3 mos
Fmn Capital CorporationBroker
April 2023 - Present · 2 yrs 10 mos
State Registrations10 states
ARAZCACOFLNCOHPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.