Jeremy
Burger

Merriman

CRD#4621172
Investment Advisor
in Seattle, WA

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About this Advisor

Jeremy Burger is a certified financial planner and chartered financial analyst operating in Seattle, Washington with 10 years of relevant experience. Burger is currently employed by Merriman. The advisor has gained experience at Merriman and Merriman Wealth Management, LLC. Burger maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Washington. Merriman is a registered investment company based in Seattle, WA. The firm has offices in four locations and a total of 57 advisors. It administers $3 billion in total assets between its 2,306 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 2,306 client accounts, 43% are held by high-net-worth individuals who have at least $1 million in investable assets. Merriman offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial management fee schedules vary depending on which services the firm provides the client. Fees billed by Merriman likely include any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

920 Fifth Avenue Suite 2720
Seattle, WA 98104

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Merriman Brokerage Details

Total Assets Under Management

$3,297,155,500

WA Average: $3,566,627,242
Total Number of Employees

57

WA Average: 46
Total Number of Accounts

2,306

WA Average: 1,499
Average Account Size

$1,429,816

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Jeremy Burger Work History

Jeremy has been registered as a financial advisor for 10 years.*

2017 - Present (7 years)

Merriman Wealth Management, LLC

2014 - 2017 (3 years)

Merriman Wealth Management, LLC

2007 - 2014 (7 years)

Merriman

*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 Jeremy Burger 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 Merriman

Brian Woodward
Spokane, WA
Sierra Butler
Seattle, WA
Danielle Strumbeta
Seattle, WA
Moorea Monaco
Eugene, OR
Michael Ersser
Seattle, WA
Christopher Waclawik
Seattle, WA
Michelle Smith
Seattle, WA
Frank Mclaughlin
Seattle, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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