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.
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.
Go fishing, not phishing!
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...
Spring cleaning: 10 ways to freshen up your financial situation
After cleaning the garage, packing away your winter clothes and cleaning the windows, turn your spring cleaning efforts to your finances. Here are ten ideas to freshen up your financial situation: 1. Reduce paper: Most banks, brokerages, credit cards, and...