Jeffrey
Merkow
Financial Engines Advisors L.L.C
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About this Advisor
Jeffrey Merkow is a financial advisor operating in Seminole, Florida with 1 year of relevant experience. Merkow works at Financial Engines Advisors L.L.C. Over the course of their career, they have held roles at Investment Philosopher, LLC, Greyson Capital, LLC, Foremost Capital Management, LLC, Merkow Managed Futures, Inc, Jarred Bunch Consulting, LLC, Financial Engines Advisors L.L.C and Severin Investments. Merkow maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Texas. Financial Engines Advisors L.L.C is a registered investment business operating out of Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 financial advisors. It administers $242 billion in assets among its 1,594,707 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 54 charities and foundations. Of its 1,594,707 accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. Financial Engines Advisors L.L.C provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Financial Engines Advisors L.L.C most likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Merkow Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Financial Engines Advisors L.L.C
Severin Investments
Investment Philosopher, LLC
Jarred Bunch Consulting, LLC
Investment Philosopher, LLC
Foremost Capital Management, LLC
Greyson Capital, LLC
Merkow Managed Futures, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Merkow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Engines Advisors L.L.C
Fairfax, VA
Newton Center, MA
Saint Louis, MO
Newton Center, MA
Colorado Springs, CO
Phoenix, AZ
Fairfax, VA
Whitman, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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