Chief Executive Officer, CFA, CFP®
Originally from Salem, Oregon, Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional and is a CFA charterholder (Chartered Financial Analyst®). He is a graduate of Seattle Pacific University with a degree in business administration and a minor in economics. Jeremy contributes articles to the Merriman blog, and has also had his writing featured on IndexUniverse.com.
Before joining Merriman he was a financial advisor and financial analyst at Synergy Financial Management, LLC. He is a member of the CFA Institute and of the CFA Society of Seattle.
In his free time, Jeremy enjoys hiking, snowboarding and spending time with his wife, daughters, friends and other family members.
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.
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.