John J Merwin

2 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Financial Management Network INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,334 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

26041 Acero, Mission Viejo, CA, 92691

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

John owns an LLC that owns commercial real estate and is a minority owner in another LLC created to purchase commercial real estate. He dedicates minimal time to these investment-related activities.

Employment History

Current Registrations

Financial Management Network INC

November 2023 - Present · 2 yrs 3 mos

Fmn Capital CorporationBroker

April 2023 - Present · 2 yrs 10 mos

State Registrations10 states

ARAZCACOFLNCOHPATXWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.