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 Your Investments Follow These Key Principles?

photo of ebook cover

These Tips May Help You Invest With Confidence

  • Learn how to approach investing confidently
  • Evaluate crucial market fluctuations
  • Practice focusing on what you can control

Learn the Timeless Principles Many Smart Investors Know

Put Your Money to Work

Put Your Money to Work

Determine your time horizon, be patient, and start early.

Different Types of Risk

Different Types of Risk

Market risk isn’t the only form of risk that should be on your radar.

Learn What Matters

Learn What Matters

When you invest and how long you stay invested can make all the difference.

"While the S&P 500 returned 9.85% for the 20-year period ending in 2015, the average investor fared worse, seeing a return of only 5.19%. Emotional decision-making was one of the factors that contributed to the difference in performance."

-From Timeless Principles of Investing

Invest Smart
Do Your Investments Reflect Your Goals?

Do Your Investments Reflect Your Goals?

Your finances are as unique as you are, and your investments should reflect that. These eight important principles are designed to help you maintain your investment course through it all. Are you taking them to heart?

Invest with confidence.

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