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Cfp Jeremy Burger Cfa
Cfp Jeremy Burger Cfa
CEO | Merriman Wealth Management, LLC
Seattle, Washington, United States
Cfp Jeremy Burger Cfa
Summary
Jeremy Burger is a seasoned financial professional with a strong background in wealth management and investment strategies. As the CEO of Merriman, he has successfully transformed the firm from an investment-centric model to a comprehensive wealth management service, earning accolades from the Financial Times. Jeremy is a CERTIFIED FINANCIAL PLANNER and CFA Charterholder, showcasing his commitment to excellence in financial advisory services. He holds a degree in Business Administration with a minor in Economics from Seattle Pacific University. Beyond his professional achievements, Jeremy is a dedicated family man and active community volunteer, focusing on initiatives aimed at combating homelessness and supporting cancer research. His passion for empowering clients to 'Live Fully' drives his leadership style and the culture at Merriman. With extensive experience in both corporate and non-profit sectors, Jeremy exemplifies a blend of professional expertise and personal dedication.
Cfp Jeremy Burger Cfa
Work Experience
CEO at
Merriman Wealth Management, LLC
January 2017 - Present
Financial Advisor/Director of Advisory Services at
Merriman
July 2014 - January 2017
Financial Advisor at
Merriman
November 2007 - July 2014
Life/LTC Insurance Agent at
Synergy Financial Services, Inc.
November 2003 - November 2007
Financial Advisor/Investment Analyst at
SYNERGY FINANCIAL MANAGEMENT (PTY) LTD
July 2004 - November 2007
Cfp Jeremy Burger Cfa
Education
Seattle Pacific University, Bachelor Of Arts (Ba) Business Administration
January 2000 - January 2004
Frequently Asked Questions about Cfp Jeremy Burger Cfa
What is Cfp Jeremy Burger Cfa email address?
Cfp Jeremy Burger Cfa's primary email address is **********@cox-internet.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Jeremy Burger Cfa work for?
Cfp Jeremy Burger Cfa is a CEO at Merriman Wealth Management, LLC, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Jeremy Burger Cfa graduated from?
Cfp Jeremy Burger Cfa holds a degree in Finance And Economics from Seattle Pacific University.
How can I directly contact Cfp Jeremy Burger Cfa?
To contact Cfp Jeremy Burger Cfa directly, you can use the email address **********@cox-internet.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Jeremy Burger Cfa?
Jeremy Burger is a seasoned financial professional with a strong background in wealth management and investment strategies. As the CEO of Merriman, he has successfully transformed the firm from an investment-centric model to a comprehensive wealth management service, earning accolades from the Financial Times. Jeremy is a CERTIFIED FINANCIAL PLANNER and CFA Charterholder, showcasing his commitment to excellence in financial advisory services. He holds a degree in Business Administration with a minor in Economics from Seattle Pacific University. Beyond his professional achievements, Jeremy is a dedicated family man and active community volunteer, focusing on initiatives aimed at combating homelessness and supporting cancer research. His passion for empowering clients to 'Live Fully' drives his leadership style and the culture at Merriman. With extensive experience in both corporate and non-profit sectors, Jeremy exemplifies a blend of professional expertise and personal dedication.
Cfp`s contact details
**********@cox-internet.com
******@merriman.com
Colleagues
Chief Operating Officer
Chief Operating Officer/Chief Investment Officer
Principal, Board Member