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Cfp Jeremy Burger Cfa

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Cfp Jeremy Burger Cfa

CEO | Merriman Wealth Management, LLC

Seattle, Washington, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Jeremy Burger Cfa

Work Experience

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CEO at

Merriman Wealth Management, LLC

January 2017 - Present

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Financial Advisor/Director of Advisory Services at

Merriman

July 2014 - January 2017

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Financial Advisor at

Merriman

November 2007 - July 2014

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Life/LTC Insurance Agent at

Synergy Financial Services, Inc.

November 2003 - November 2007

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Financial Advisor/Investment Analyst at

SYNERGY FINANCIAL MANAGEMENT (PTY) LTD

July 2004 - November 2007

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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

mail

**********@cox-internet.com

******@merriman.com

Colleagues

Greg Berkman

Chief Operating Officer

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Kristi De Grys

Chief Operating Officer/Chief Investment Officer

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Jeff Merriman-Cohen

Principal, Board Member

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