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.

Summer Jobs and Loving Grandparents

When their grandchildren get older, my clients will often pose the question of how to help them out without just giving them money directly.

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.

Contact Eric

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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.