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.

Are You Making These Common Tax Errors?

photo of ebook cover

Learn How to Navigate the Tax System

  • Understand some reasons for IRS tax penalties
  • Discover the top taxpayer concerns about filing taxes
  • Know your tax bracket

Avoid These Common Filing Mistakes

Overlooked Side Income

Overlooked Side Income

One area that some taxpayers overlook is claiming side money in addition to their normal salary.

Unrealized Tax Breaks

Unrealized Tax Breaks

Tax break may help you manage the taxes you owe or change your liability, resulting in greater benefits for you.

Wrong Filing Status

Wrong Filing Status

Your filing status can impact your taxes because it defines your standard deduction and tax brackets.

"By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes."

- From Common Tax Errors to Avoid

Learn How to File
You are Responsible for Filing Your Taxes Correctly

You are Responsible for Filing Your Taxes Correctly

Even if you work with a tax professional, your taxes are your responsibility. Avoid making these common errors.

File With Confidence.

Download your complimentary ebook below to avoid these common filing errors.

Download Now

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