Broker Check
Jeffrey Merwin
Jeffrey Merwin
Financial Management Network Registered Representative
https://www.fmncc.com/ (949) 455-0300

Jeffrey G. Merwin started with FMN in the rigorous mentorship program and has since become a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) securities as well as a Life/Disability Insurance License. Jeff graduated from Bentley University with a Bachelor of Science degree in Economics-Finance and a minor in Law.


Jeff is dedicated to having an in-depth understanding of each of his client’s needs and goals. Jeff works with his clients to develop customized strategies that help meet his client’s unique needs in order to maximize cash flow, increase net worth, lower taxes, and ensure their estate plan meets their needs. If you are an individual, family or business owner Jeff can help you achieve your personal, professional, and financial goals. Jeff works with a team of Certified Financial Planner(tm) practitioners and Enrolled Agents to ensure his clients receive expert advice and best-in-class service.

Jeff is originally from Connecticut but has traded in the cold New England winters for sunny California and currently lives in Laguna Niguel. He enjoys the outdoors, is an avid sports fan and likes spending time with friends and family.

Do You Know These 4 Crucial Social Security Facts?

photo of ebook cover

These Facts May Help You Maximize Your Benefits

  • Discover situations when it might make sense to wait to collect your Social Security benefits
  • Learn why your benefit amount may depend on your retirement age
  • Figure out how your Social Security benefits are calculated

What to Know About Social Security

Work & Collect Your Benefits

Work & Collect Your Benefits

You may be able to earn outside earnings, in addition to your Social Security.

How Social Security is Calculated

How Social Security is Calculated

Your benefits are calculated based on your lifetime earnings.

Spousal & Survivor Benefits

Spousal & Survivor Benefits

Social Security benefits for married couples work differently.

Social Security benefits represent on average a third of retirees' income.

- From 4 Critical Social Security Facts Retirees Must Know

Learn the Facts
Do You Have a Social Security Strategy in Place?

Do You Have a Social Security Strategy in Place?

Developing a strategy to optimize your Social Security may put you in a better position when you start to draw your benefits.

Know Your Benefits.

Download our ebook below to get the facts about Social Security that every retiree should know.

Get the Ebook

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