Jeremy Burger

Chief Executive Officer, CFA, CFP®

As CEO, Jeremy directs Merriman’s overall strategic plan and is focused on ensuring we have the right talent and resources in place to help our clients LIVE FULLY and provide peace of mind throughout their financial lives. In addition, Jeremy is responsible for our inorganic growth effort which seeks to bring together likeminded firms across the western U.S. to better serve our clients.

Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. He is a graduate of Seattle Pacific University with a degree in business administration and a minor in economics. He is also a member of the CFA Institute and the CFA Society of Seattle.

Outside the office, Jeremy spends time with his wife and three daughters, enjoying the outdoors, traveling to new places and supporting those causes most important to them. Jeremy is committed to helping his community and has worked with the Seattle Pacific University mentorship program and actively supports a variety of local charities including the Fred Hutch Cancer Center and those focused on helping disadvantaged children.  

Learn more about how Jeremy began his work as a Certified Financial Planner®  and his approach to working with clients at Merriman.
I love being an advisor here at Merriman. Having a chance to work with amazing people to really make the lives of our clients better is a great job to have. I also appreciate having such a great team of people around me here at work. Knowing that they are working hard everyday to make my job easier and the client’s experience truly amazing is unlike anywhere else I have ever worked.

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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.