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 Comfortable with Market Fluctuations?

photo of ebook cover

These Steps May Help You Stay Focused

  • Learn helpful strategies to stay calm and controlled despite market fluctuations
  • Explore historic case studies of market volatility and their short-term and long-term effects.
  • Learn what's next and how to anticipate, not fear, movement in the market

Insights on Market Movement From Financial Professionals

Resist the Temptation

Resist the Temptation

When things are bumpy, resist the temptation to react in an emotional way. Turbulence is part of the ride.

Look at the Big Picture

Look at the Big Picture

Step back and take the long view. Long-term investment strategies take into consideration short-term volatility.

Take a Deep Breath

Take a Deep Breath

Watching the market too closely can produce unwarranted stress. Try to de-stress, take a break, and relax.

“During market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.

- From Don't Panic

Get the Tips
Do You Anticipate or Fear Movement in the Market?

Do You Anticipate or Fear Movement in the Market?

Bouncing trendlines aren't necessarily indicators of impending doom, nor golden opportunities. Rather, they're a typical part of the investing life cycle. With a sound strategy in place, movement in the market can be anticipated, not feared.

Stay Confident Through Volatility.

Click the link below to get your ebook full of strategies on viewing market activity from a wider perspective.

Get the eBook

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