Jeffrey George Merwin
Investment Adviser Representative at Financial Management Network Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey George Merwin is an investment adviser representative with Financial Management Network Inc in Mission Viejo, CA, where they have been registered since 2013. They have worked in the securities industry since 2011. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Arizona, California, Florida, Minnesota, North Carolina, and Texas.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Florida, Minnesota, North Carolina, Texas
- Broker:
51 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Management NetworkJun 2009 – no end date reportedMission Viejo, CA
- FMN Capital CorporationJan 2011 – no end date reportedMission Viejo, CA
- FMN Capital CorporationJul 2016 – no end date reportedMission Viejo, CA
- Financial Management Network, IncJul 2016 – no end date reportedMission Viejo, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Management Network Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $200,000
- Management (pre-July 2002) Tier 11.00%
- Management (pre-July 2002) Tier 20.80%
- Management (pre-July 2002) Tier 30.70%
- Management (pre-July 2002) Tier 40.60%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Mission Viejo, CA
- SEC file number:
- 801-40473
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of December 19, 2025
View full firm profileOther advisors at Financial Management Network Inc
Showing 12 of 21 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey George Merwin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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