
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.
Wellness as a Financial Strategy
Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.
Employee Spotlight | Eric Jonson
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
The telephone is still a very prominent entry point for scammers into your world. Here are some tips to protect yourself.