Jeremy Andrew Burger

Vorstandsvorsitzender bei Merriman Wealth Management LLC

Finance

Consumer Services

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.

Aktive Positionen von Jeremy Andrew Burger

Unternehmen	Position	Beginn
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.	Vorstandsvorsitzender	01.01.2017

Alle aktiven Positionen von Jeremy Andrew Burger

Ehemalige bekannte Positionen von Jeremy Andrew Burger

Unternehmen	Position	Ende
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	-

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Ausbildung von Jeremy Andrew Burger

Seattle Pacific University

Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen	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