Jeremy Andrew Burger
Directeur Général chez Merriman Wealth Management LLC
Profil
Mr. Jeremy A.
Burger, CFA, is a Chief Executive Officer at Merriman Wealth Management LLC.
He directs Merriman’s overall strategic plan and has led Merriman through the transformation from a primarily investment management firm into a comprehensive wealth management organization.
Before joining Merriman, Mr. Burger was a financial advisor and financial analyst at Synergy Financial Management, LLC.
He is a graduate of Seattle Pacific University with a degree in Business Administration and a minor in Economics.
Postes actifs de Jeremy Andrew Burger
| Sociétés | Poste | Début |
|---|---|---|
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Directeur Général | 01/01/2017 |
Anciens postes connus de Jeremy Andrew Burger
| Sociétés | Poste | Fin |
|---|---|---|
Synergy Financial Management Corp.
 Synergy Financial Management Corp. Finance/Rental/LeasingFinance Synergy Financial Management Corp. provides mortgage loans. The company was founded by Aaron Cuha and Ryan Marshall on March 12, 2001 and is headquartered in Fountain Valley, CA | Corporate Officer/Principal | - |
Formation de Jeremy Andrew Burger
| Seattle Pacific University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Synergy Financial Management Corp.
Synergy Financial Management Corp. Finance/Rental/LeasingFinance Synergy Financial Management Corp. provides mortgage loans. The company was founded by Aaron Cuha and Ryan Marshall on March 12, 2001 and is headquartered in Fountain Valley, CA | Finance |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
