Eric Jonson

Wealth Advisor, CFP®

Prior to joining us, Eric spent 16 years with Charles Schwab, a nationally based investment firm. During the last four years, he worked exclusively with private clients in that firm’s wealth management division.

A 1982 graduate of the University of Washington with a degree in business administration, Eric has over 30 years of financial services experience. He has a strong background in investments and financial planning and is a CERTIFIED FINANCIAL PLANNER™.

Eric lives in Seattle with his wife Roxane, son Kyle, and daughter Dylan. Spending time at the family cabin in the North Cascades is Eric’s favorite pastime.

One of the reasons I work at Merriman is because I get to work work with an amazing group of people who have the same dedication to taking care of the clients that I do. We all know that our clients are so important to us. It is such a great feeling when one of my clients is able to get some peace of mind around their goals knowing that the entire Merriman team is working hard to help support them.

Employee Spotlight | Eric Jonson

Aug 6, 2019

Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!

Phone Scammers Are Out to Get Your Money

Jun 26, 2018

The telephone is still a very prominent entry point for scammers into your world. Here are some tips to protect yourself.

Go fishing, not phishing!

Jun 11, 2013

If you use email, you are under constant attack. Every ploy imaginable is being used against you in attempts to get you to open an email that has the goal of connecting you with a website to enter your account number and password information. This “phish” email will...

Contact Eric

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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Why Advisors Need Advisors

Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.

Client Service Account Specialists – Who are we and what do we do?

Each part of the wealth management process presents potential challenges. Merriman helps solve these challenges with the help of a professional team of advisors, researchers, and operations staff, with the client services department acting as the glue that holds it all together.

#goals

Want a new car, a second home and to pay off your debt? Read Wealth Advisor Aimee Butler’s article to learn how to prioritize your goals!

Not All CFPs Are Equal

It’s true, not all CFP® professionals are created equal. This article discusses why you might want to seek out a CFP® and some common differences to help you in your search. It’s important to educate yourself on what financial planning really means and to ask a lot of questions before deciding who to hire.

Hiring a Financial Advisor

So you’ve decided to hire a financial professional to help you navigate your future. You’ve talked to friends and family members, and while you trust their recommendations, putting your financial future into the hands of someone else is a very big deal. You need to do...